Evercore Wealth Management, LLC Ishares Tr Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 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 30,079 shares of IEFA stock, worth $2.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,079

Previous 30,056 0.08%

Holding current value

$2.29 Million

Previous $2.35 Million 9.89%

% of portfolio

0.03%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $1,611 - $1,780	23 Added 0.08%	30,079 $2.11 Million
Q2 2024 Aug 14, 2024	SELL	$70.77 - $76.19 $73,671 - $79,313	-1,041 Reduced 3.35%	30,056 $2.18 Million
Q1 2024 May 15, 2024	SELL	$68.14 - $74.43 $131,646 - $143,798	-1,932 Reduced 5.85%	31,097 $2.31 Million
Q4 2023 Feb 14, 2024	BUY	$61.3 - $70.47 $826,691 - $950,358	13,486 Added 69.01%	33,029 $2.32 Million
Q3 2023 Nov 14, 2023	BUY	$64.04 - $69.58 $25,872 - $28,110	404 Added 2.11%	19,543 $1.26 Million
Q2 2023 Aug 04, 2023	SELL	$66.03 - $69.1 $108,553 - $113,600	-1,644 Reduced 7.91%	19,139 $1.29 Million
Q1 2023 May 15, 2023	SELL	$62.17 - $67.7 $12,682 - $13,810	-204 Reduced 0.97%	20,783 $1.39 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $31,357 - $38,126	-599 Reduced 2.77%	20,987 $1.29 Million
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.1 $17,631 - $21,264	-337 Reduced 1.54%	21,586 $1.14 Million
Q2 2022 Aug 15, 2022	SELL	$57.91 - $70.46 $36,714 - $44,671	-634 Reduced 2.81%	21,923 $1.29 Million
Q1 2022 May 16, 2022	SELL	$63.26 - $75.48 $83,313 - $99,407	-1,317 Reduced 5.52%	22,557 $1.57 Million
Q3 2021 Nov 15, 2021	SELL	$72.98 - $78.2 $46,707 - $50,048	-640 Reduced 2.61%	23,874 $1.77 Million
Q2 2021 Aug 16, 2021	SELL	$73.11 - $77.88 $85,173 - $90,730	-1,165 Reduced 4.54%	24,514 $1.84 Million
Q1 2021 May 17, 2021	SELL	$68.58 - $73.12 $73,449 - $78,311	-1,071 Reduced 4.0%	25,679 $1.85 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $65,105 - $78,075	1,120 Added 4.37%	26,750 $1.85 Million
Q3 2020 Nov 16, 2020	BUY	$57.43 - $62.28 $227,537 - $246,753	3,962 Added 18.29%	25,630 $1.55 Million
Q2 2020 Aug 13, 2020	SELL	$47.43 - $60.75 $766,184 - $981,355	-16,154 Reduced 42.71%	21,668 $1.24 Million
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $535,398 - $817,375	12,362 Added 48.55%	37,822 $1.89 Million
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $50,456 - $55,683	850 Added 3.45%	25,460 $1.66 Million
Q3 2019 Nov 14, 2019	SELL	$57.44 - $62.42 $310,061 - $336,943	-5,398 Reduced 17.99%	24,610 $1.5 Million
Q2 2019 Aug 13, 2019	BUY	$59.39 - $62.73 $21,142 - $22,331	356 Added 1.2%	30,008 $1.84 Million
Q1 2019 May 14, 2019	SELL	$54.44 - $61.46 $61,789 - $69,757	-1,135 Reduced 3.69%	29,652 $1.8 Million
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $6,048 - $7,317	114 Added 0.37%	30,787 $1.69 Million
Q3 2018 Nov 13, 2018	BUY	$61.82 - $65.16 $224,159 - $236,270	3,626 Added 13.41%	30,673 $1.97 Million
Q2 2018 Aug 14, 2018	BUY	$62.74 - $67.79 $964,251 - $1.04 Million	15,369 Added 131.61%	27,047 $1.71 Million
Q3 2017 Nov 13, 2017	BUY	$62.19 - $64.17 $726,254 - $749,377	11,678	11,678 $749,000

Others Institutions Holding IEFA

# of Institutions

2,132

Shares Held

1.52B

Call Options Held

117K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Evercore Wealth Management, LLC Ishares Tr Transaction History