Evercore Wealth Management, LLC Ishares Agency Bond ETF Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,885 shares of AGZ stock, worth $317,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,885
Previous 2,885 -0.0%
Holding current value
$317,725
Previous $315,000 0.32%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$107.35 - $110.79 $10,735 - $11,079
-100 Reduced 3.35%
2,885 $318,000
Q4 2022

Feb 14, 2023
BUY
$105.07 - $107.58 $4,202 - $4,303
40 Added 1.36%
2,985 $317,000
Q3 2022

Nov 14, 2022
BUY
$105.99 - $111.22 $45,575 - $47,824
430 Added 17.1%
2,945 $314,000
Q2 2022

Aug 15, 2022
SELL
$107.21 - $111.93 $67,006 - $69,956
-625 Reduced 19.9%
2,515 $277,000
Q4 2021

Feb 14, 2022
BUY
$117.17 - $118.58 $7,030 - $7,114
60 Added 1.95%
3,140 $368,000
Q3 2021

Nov 15, 2021
BUY
$118.21 - $119.37 $30,143 - $30,439
255 Added 9.03%
3,080 $365,000
Q4 2019

Feb 13, 2020
SELL
$115.39 - $117.04 $49,040 - $49,742
-425 Reduced 13.08%
2,825 $327,000
Q3 2019

Nov 14, 2019
SELL
$115.49 - $116.57 $17,323 - $17,485
-150 Reduced 4.41%
3,250 $379,000
Q2 2019

Aug 13, 2019
SELL
N/A
-2,570 Reduced 43.05%
3,400 $392,000
Q1 2019

May 14, 2019
SELL
N/A
-710 Reduced 10.63%
5,970 $678,000
Q3 2018

Nov 13, 2018
SELL
N/A
-2,035 Reduced 23.35%
6,680 $740,000
Q2 2018

Aug 14, 2018
BUY
N/A
140 Added 1.63%
8,715 $971,000
Q4 2017

Feb 13, 2018
BUY
N/A
1,885 Added 28.18%
8,575 $970,000
Q3 2017

Nov 13, 2017
BUY
N/A
6,690
6,690 $760,000

Others Institutions Holding AGZ

# of Institutions
155
Shares Held
4.41M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email