Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

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 213 shares of IYG stock, worth $14,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares

213

Holding current value

$14,089

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

238

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.3 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89.2 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.8 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History