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 1,336 shares of IYH stock, worth $73,426. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,336

Previous 835 60.0%

Holding current value

$73,426

Previous $48,000 68.75%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$58.32 - $62.76 $29,218 - $31,442	501 Added 60.0%	1,336 $81,000
Q1 2024 Jun 11, 2024	BUY	$60.83 - $309.78 $40,634 - $206,933	668 Added 400.0%	835 $51,000
Q3 2023 Nov 03, 2023	SELL	$270.07 - $286.44 $3,780 - $4,010	-14 Reduced 7.73%	167 $45,000
Q2 2023 Aug 04, 2023	SELL	$267.13 - $285.74 $51,556 - $55,147	-193 Reduced 51.6%	181 $50,000
Q4 2022 Feb 09, 2023	BUY	$50.9 - $291.18 $9,823 - $56,197	193 Added 106.63%	374 $106,000
Q3 2022 Nov 07, 2022	BUY	$50.54 - $281.89 $9,147 - $51,022	181 New	181 $46,000
Q2 2022 Aug 01, 2022	SELL	$249.77 - $300.0 $4,745 - $5,700	-19 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$266.13 - $297.6 $532 - $595	-2 Reduced 9.52%	19 $5,000
Q4 2021 Feb 07, 2022	BUY	$271.82 - $301.88 $5,708 - $6,339	21 New	21 $6,000

Others Institutions Holding IYH

# of Institutions

557

Shares Held

24.3M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History