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 2,352 shares of LRGF stock, worth $143,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,352
Previous 2,346 0.26%
Holding current value
$143,965
Previous $141,000 3.55%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$56.95 - $63.95 $341 - $383
6 Added 0.26%
2,352 $136,000
Q4 2024

Feb 07, 2025
BUY
$58.25 - $63.26 $349 - $379
6 Added 0.26%
2,346 $141,000
Q3 2024

Nov 08, 2024
BUY
$52.89 - $58.77 $370 - $411
7 Added 0.3%
2,340 $137,000
Q2 2024

Aug 13, 2024
SELL
$50.75 - $56.08 $15,884 - $17,553
-313 Reduced 11.83%
2,333 $129,000
Q1 2024

Jun 11, 2024
SELL
$47.39 - $53.82 $26,870 - $30,515
-567 Reduced 17.65%
2,646 $142,000
Q4 2023

Feb 09, 2024
BUY
$41.5 - $48.47 $133,339 - $155,734
3,213 New
3,213 $155,000

Others Institutions Holding LRGF

# of Institutions
223
Shares Held
35.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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