Evercore Wealth Management, LLC Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 5,151 shares of IJK stock, worth $470,286. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,151

Previous 5,232 1.55%

Holding current value

$470,286

Previous $414,000 13.53%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$76.81 - $91.25 $6,221 - $7,391	-81 Reduced 1.55%	5,151 $470,000
Q1 2023 May 15, 2023	SELL	$67.77 - $74.78 $5,421 - $5,982	-80 Reduced 1.51%	5,232 $374,000
Q3 2022 Nov 14, 2022	SELL	N/A	-26 Reduced 0.49%	5,312 $335,000
Q2 2022 Aug 15, 2022	SELL	N/A	-88 Reduced 1.62%	5,338 $340,000
Q1 2022 May 16, 2022	SELL	N/A	-94 Reduced 1.7%	5,426 $419,000

Q4 2021 Feb 14, 2022	SELL	N/A	-1,160 Reduced 17.37%	5,520 $471,000
Q4 2020 Feb 16, 2021	BUY	N/A	5,010 Added 300.0%	6,680 $483,000
Q3 2020 Nov 16, 2020	SELL	N/A	-106 Reduced 5.97%	1,670 $399,000
Q1 2020 May 14, 2020	SELL	N/A	-5 Reduced 0.28%	1,776 $317,000
Q4 2019 Feb 13, 2020	BUY	N/A	1,781 New	1,781 $424,000
Q1 2018 May 15, 2018	SELL	N/A	-335 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	335	335 $68,000

Others Institutions Holding IJK

# of Institutions

879

Shares Held

72.3M

Call Options Held

3.3K

Put Options Held

200

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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