Evercore Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$47.0 - $50.83 $4,512 - $4,879	-96 Reduced 1.83%	5,150 $254,000
Q2 2022 Aug 15, 2022	SELL	$49.95 - $54.8 $4.68 Million - $5.14 Million	-93,730 Reduced 94.7%	5,246 $268,000
Q1 2022 May 16, 2022	SELL	$54.28 - $58.95 $78,706 - $85,477	-1,450 Reduced 1.44%	98,976 $5.43 Million
Q3 2021 Nov 15, 2021	SELL	$60.06 - $61.16 $41,141 - $41,894	-685 Reduced 0.68%	100,426 $6.03 Million
Q2 2021 Aug 16, 2021	BUY	$59.11 - $60.52 $255,118 - $261,204	4,316 Added 4.46%	101,111 $6.12 Million
Q1 2021 May 17, 2021	SELL	$58.97 - $61.74 $202,326 - $211,829	-3,431 Reduced 3.42%	96,795 $5.73 Million
Q4 2020 Feb 16, 2021	BUY	$60.52 - $61.79 $31,833 - $32,501	526 Added 0.53%	100,226 $6.19 Million
Q3 2020 Nov 16, 2020	BUY	$60.3 - $61.57 $90,450 - $92,355	1,500 Added 1.53%	99,700 $6.06 Million
Q2 2020 Aug 13, 2020	SELL	$54.37 - $60.39 $64,428 - $71,562	-1,185 Reduced 1.19%	98,200 $5.93 Million
Q1 2020 May 14, 2020	BUY	$50.43 - $60.2 $444,288 - $530,362	8,810 Added 9.73%	99,385 $5.46 Million
Q4 2019 Feb 13, 2020	BUY	$57.47 - $58.27 $314,648 - $319,028	5,475 Added 6.43%	90,575 $5.25 Million
Q3 2019 Nov 14, 2019	BUY	$56.54 - $58.42 $5,654 - $5,842	100 Added 0.12%	85,100 $4.93 Million
Q2 2019 Aug 13, 2019	BUY	$54.67 - $56.95 $106,606 - $111,052	1,950 Added 2.35%	85,000 $4.84 Million
Q1 2019 May 14, 2019	SELL	$52.5 - $55.17 $13,125 - $13,792	-250 Reduced 0.3%	83,050 $4.58 Million
Q4 2018 Feb 13, 2019	BUY	$52.01 - $52.96 $38,383 - $39,084	738 Added 0.89%	83,300 $4.37 Million
Q3 2018 Nov 13, 2018	BUY	$52.89 - $53.58 $1.52 Million - $1.54 Million	28,787 Added 53.53%	82,562 $4.38 Million
Q2 2018 Aug 14, 2018	SELL	$52.87 - $53.52 $239,236 - $242,178	-4,525 Reduced 7.76%	53,775 $5.71 Million
Q1 2018 May 15, 2018	SELL	$53.35 - $54.55 $117,370 - $120,010	-2,200 Reduced 3.64%	58,300 $6.25 Million
Q4 2017 Feb 13, 2018	SELL	$54.46 - $55.1 $10,892 - $11,020	-200 Reduced 0.33%	60,500 $6.61 Million
Q3 2017 Nov 13, 2017	BUY	$55.06 - $55.15 $3.34 Million - $3.35 Million	60,700	60,700 $6.69 Million

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.84 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$562 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$441 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$388 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$378 Million
5.14% of portfolio

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

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