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 4,101 shares of ICF stock, worth $249,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,101

Previous 4,101 -0.0%

Holding current value

$249,832

Previous $252,000 0.79%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$56.77 - $67.33 $56,770 - $67,330	-1,000 Reduced 19.6%	4,101 $270,000
Q4 2022 Feb 14, 2023	SELL	$50.15 - $58.03 $50,150 - $58,030	-1,000 Reduced 16.39%	5,101 $279,000
Q3 2021 Nov 15, 2021	SELL	$65.42 - $71.71 $58,812 - $64,467	-899 Reduced 12.84%	6,101 $399,000
Q4 2020 Feb 16, 2021	BUY	$49.12 - $55.49 $171,920 - $194,215	3,500 Added 100.0%	7,000 $377,000
Q3 2019 Nov 14, 2019	BUY	$56.22 - $60.71 $56,220 - $60,710	1,000 Added 40.0%	3,500 $420,000
Q3 2018 Nov 13, 2018	BUY	$49.14 - $51.92 $122,850 - $129,800	2,500 New	2,500 $250,000
Q1 2018 May 15, 2018	SELL	$44.28 - $50.38 $752 - $856	-17 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$49.45 - $52.01 $840 - $884	17	17 $2,000

Others Institutions Holding ICF

# of Institutions

392

Shares Held

22.3M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Ishares Tr Transaction History