Ever Source Wealth Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$28.34 - $31.4 $141 - $157	5 Added 2.01%	254 $7,000
Q3 2023 Nov 03, 2023	SELL	$29.99 - $31.22 $19,373 - $20,168	-646 Reduced 72.18%	249 $7,000
Q2 2023 Aug 04, 2023	BUY	$29.33 - $31.46 $19,181 - $20,574	654 Added 271.37%	895 $27,000
Q1 2023 May 11, 2023	SELL	$29.86 - $33.81 $23,798 - $26,946	-797 Reduced 76.78%	241 $7,000
Q4 2022 Feb 09, 2023	SELL	$29.96 - $32.28 $739,712 - $796,993	-24,690 Reduced 95.97%	1,038 $31,000

Q3 2022 Nov 07, 2022	BUY	$31.63 - $35.35 $806,533 - $901,389	25,499 Added 11134.93%	25,728 $814,000
Q2 2022 Aug 01, 2022	BUY	$32.02 - $36.26 $64 - $72	2 Added 0.88%	229 $8,000
Q1 2022 May 25, 2022	BUY	$34.86 - $39.14 $69 - $78	2 Added 0.89%	227 $8,000
Q4 2021 Feb 07, 2022	BUY	$38.29 - $39.43 $8,615 - $8,871	225 New	225 $9,000

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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