Evercore Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Evercore Wealth Management, LLC

  • $6.37 Billion
  • Q1 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 7,605 shares of IJJ stock, worth $855,486. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,605
Previous 8,237 7.67%
Holding current value
$855,486
Previous $939,000 4.26%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$109.27 - $118.29 $69,058 - $74,759
-632 Reduced 7.67%
7,605 $899,000
Q4 2023

Feb 14, 2024
SELL
$93.05 - $115.17 $372,200 - $460,680
-4,000 Reduced 32.69%
8,237 $939,000
Q1 2023

May 15, 2023
SELL
$97.23 - $116.09 $23,237 - $27,745
-239 Reduced 1.92%
12,237 $1.26 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-61 Reduced 0.49%
12,476 $1.12 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-212 Reduced 1.66%
12,537 $1.18 Million
Q1 2022

May 16, 2022
SELL
N/A
-227 Reduced 1.75%
12,749 $1.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-780 Reduced 5.67%
12,976 $1.44 Million
Q1 2021

May 17, 2021
SELL
N/A
-316 Reduced 2.25%
13,756 $1.4 Million
Q4 2020

Feb 16, 2021
BUY
N/A
7,036 Added 100.0%
14,072 $1.21 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-513 Reduced 6.8%
7,036 $949,000
Q1 2020

May 14, 2020
SELL
N/A
-30 Reduced 0.4%
7,549 $829,000
Q4 2019

Feb 13, 2020
BUY
N/A
7,579 New
7,579 $1.29 Million
Q1 2018

May 15, 2018
SELL
N/A
-548 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
548
548 $84,000

Others Institutions Holding IJJ

# of Institutions
771
Shares Held
41.5M
Call Options Held
4.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
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