Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 232 shares of IYG stock, worth $19,010. This represents 0.0% of its overall portfolio holdings.

Number of Shares
232
Previous 232 -0.0%
Holding current value
$19,010
Previous $18,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$70.24 - $82.34 $16,295 - $19,102
232 New
232 $18,000
Q1 2024

Jun 11, 2024
BUY
$63.91 - $191.92 $13,612 - $40,878
213 New
213 $14,000

Others Institutions Holding IYG

# of Institutions
289
Shares Held
14.2M
Call Options Held
49K
Put Options Held
35.5K
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email