Evercore Wealth Management, LLC Ishares Tr Transaction History

Evercore Wealth Management, LLC

$6.2 Billion
Q2 2025

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 $2.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,488

Previous 14,488 -0.0%

Holding current value

$2.07 Million

Previous $1.95 Million 1.08%

% of portfolio

0.03%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,467

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
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Evercore Wealth Management, LLC Ishares Tr Transaction History