Ever Source Wealth Advisors, LLC Ishares Tr Ishares Morningstar Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 406 shares of IYLD stock, worth $8,684. This represents 0.0% of its overall portfolio holdings.

Number of Shares
406
Previous 769 47.2%
Holding current value
$8,684
Previous $15,000 46.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$20.48 - $21.33 $7,434 - $7,742
-363 Reduced 47.2%
406 $8,000
Q1 2023

May 11, 2023
SELL
$18.75 - $20.3 $393 - $426
-21 Reduced 2.66%
769 $14,000
Q4 2022

Feb 09, 2023
BUY
$18.04 - $19.73 $14,251 - $15,586
790 New
790 $14,000

Others Institutions Holding IYLD

# of Institutions
60
Shares Held
1.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES MORNINGSTAR

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