Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 835 shares of IYH stock, worth $49,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
835
Previous 835 -0.0%
Holding current value
$49,966
Previous $51,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
550
Shares Held
23.5M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

IYH Quotes by TradingView
  • Ticker IYH
  • Sector ETFs
  • Industry ETFs
More about IYH
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