Evercore Wealth Management, LLC Ishares Tr Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,488 shares of DVY stock, worth $1.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,488
Previous 14,488 -0.0%
Holding current value
$1.94 Million
Previous $1.75 Million 11.64%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$113.31 - $123.18 $127,473 - $138,577
-1,125 Reduced 7.21%
14,488 $1.78 Million
Q4 2023

Feb 14, 2024
SELL
$102.97 - $119.06 $105,647 - $122,155
-1,026 Reduced 6.17%
15,613 $1.83 Million
Q3 2023

Nov 14, 2023
SELL
$107.44 - $118.16 $392,478 - $431,638
-3,653 Reduced 18.0%
16,639 $1.79 Million
Q2 2023

Aug 04, 2023
SELL
$108.5 - $119.27 $40,687 - $44,726
-375 Reduced 1.81%
20,292 $2.3 Million
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $35,887 - $41,888
-317 Reduced 1.51%
20,667 $2.43 Million
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $19,318 - $20,889
161 Added 0.77%
20,984 $2.69 Million
Q4 2021

Feb 14, 2022
SELL
$114.37 - $122.59 $11,437 - $12,259
-100 Reduced 0.48%
20,823 $2.55 Million
Q3 2021

Nov 15, 2021
SELL
$112.53 - $119.9 $32,971 - $35,130
-293 Reduced 1.38%
20,923 $2.4 Million
Q2 2021

Aug 16, 2021
SELL
$114.14 - $123.06 $93,480 - $100,786
-819 Reduced 3.72%
21,216 $2.47 Million
Q1 2021

May 17, 2021
SELL
$94.76 - $115.39 $571,308 - $695,686
-6,029 Reduced 21.48%
22,035 $2.52 Million
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $390,384 - $468,192
-4,800 Reduced 14.61%
28,064 $2.7 Million
Q3 2020

Nov 16, 2020
SELL
$77.43 - $86.72 $11,614 - $13,008
-150 Reduced 0.45%
32,864 $2.68 Million
Q2 2020

Aug 13, 2020
SELL
$69.37 - $91.69 $35,725 - $47,220
-515 Reduced 1.54%
33,014 $2.66 Million
Q1 2020

May 14, 2020
SELL
$62.67 - $107.3 $649,198 - $1.11 Million
-10,359 Reduced 23.6%
33,529 $2.47 Million
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $31,833 - $34,266
324 Added 0.74%
43,888 $4.64 Million
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $800,907 - $819,566
7,940 Added 22.29%
43,564 $4.44 Million
Q2 2019

Aug 13, 2019
BUY
N/A
4,825 Added 15.67%
35,624 $3.55 Million
Q1 2019

May 14, 2019
BUY
N/A
4,750 Added 18.23%
30,799 $3.03 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-115 Reduced 0.44%
26,049 $2.33 Million
Q3 2018

Nov 13, 2018
BUY
N/A
5,098 Added 24.2%
26,164 $2.61 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-464 Reduced 2.16%
21,066 $2.06 Million
Q1 2018

May 15, 2018
SELL
N/A
-300 Reduced 1.37%
21,530 $2.05 Million
Q3 2017

Nov 13, 2017
BUY
N/A
21,830
21,830 $2.04 Million

Others Institutions Holding DVY

# of Institutions
1,392
Shares Held
67.1M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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