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

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 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 $495,268. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,151
Previous 5,151 -0.0%
Holding current value
$495,268
Previous $470,000 3.62%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$62.35 - $75.79 $1,621 - $1,970
-26 Reduced 0.49%
5,312 $335,000
Q2 2022

Aug 15, 2022
SELL
$61.85 - $78.06 $5,442 - $6,869
-88 Reduced 1.62%
5,338 $340,000
Q1 2022

May 16, 2022
SELL
$72.34 - $85.19 $6,799 - $8,007
-94 Reduced 1.7%
5,426 $419,000
Q4 2021

Feb 14, 2022
SELL
$79.13 - $87.9 $91,790 - $101,964
-1,160 Reduced 17.37%
5,520 $471,000
Q4 2020

Feb 16, 2021
BUY
$60.53 - $72.82 $303,255 - $364,828
5,010 Added 300.0%
6,680 $483,000
Q3 2020

Nov 16, 2020
SELL
$55.44 - $62.69 $5,876 - $6,645
-106 Reduced 5.97%
1,670 $399,000
Q1 2020

May 14, 2020
SELL
$37.62 - $61.93 $188 - $309
-5 Reduced 0.28%
1,776 $317,000
Q4 2019

Feb 13, 2020
BUY
$54.21 - $59.65 $96,548 - $106,236
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
918
Shares Held
75.1M
Call Options Held
2.7K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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