Evercore Wealth Management, LLC Ishares Barclays Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$106.08 - $113.93 $362,581 - $389,412	-3,418 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $11,922 - $12,217	105 Added 3.17%	3,418 $393,000
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $106,338 - $109,316	925 Added 38.74%	3,313 $382,000
Q2 2021 Aug 16, 2021	SELL	$113.04 - $115.78 $2,712 - $2,778	-24 Reduced 1.0%	2,388 $276,000
Q1 2021 May 17, 2021	SELL	$112.93 - $119.98 $10,954 - $11,638	-97 Reduced 3.87%	2,412 $272,000
Q4 2020 Feb 16, 2021	SELL	$119.27 - $121.81 $2,623 - $2,679	-22 Reduced 0.87%	2,509 $301,000
Q3 2020 Nov 16, 2020	BUY	$121.18 - $123.06 $8,967 - $9,106	74 Added 3.01%	2,531 $308,000
Q1 2020 May 14, 2020	BUY	$110.73 - $121.48 $272,063 - $298,476	2,457 New	2,457 $298,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.86 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.57 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.18 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

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.