Ever Source Wealth Advisors, LLC Ishares Tr Ishares Morningstar 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 Ishares Morningstar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 769 shares of IYLD stock, worth $15,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares
769
Previous 769 -0.0%
Holding current value
$15,695
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
58
Shares Held
1.55M
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
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