Evercore Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 53,022 shares of IVW stock, worth $5.47 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

53,022

Previous 54,429 2.59%

Holding current value

$5.47 Million

Previous $5.04 Million 0.79%

% of portfolio

0.08%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$84.77 - $97.13 $119,271 - $136,661	-1,407 Reduced 2.59%	53,022 $5.08 Million
Q2 2024 Aug 14, 2024	SELL	$79.31 - $93.31 $15,862 - $18,662	-200 Reduced 0.37%	54,429 $5.04 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $49,466 - $56,700	752 Added 1.4%	54,629 $4.1 Million
Q3 2023 Nov 14, 2023	SELL	$68.05 - $72.66 $40,693 - $43,450	-598 Reduced 1.1%	53,877 $3.69 Million
Q2 2023 Aug 04, 2023	SELL	$63.21 - $70.48 $4,740 - $5,286	-75 Reduced 0.14%	54,475 $3.84 Million
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $458,000 - $511,120	8,000 Added 17.19%	54,550 $3.49 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $50,503 - $62,358	-873 Reduced 1.84%	46,550 $2.69 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $3,284 - $3,555	-45 Reduced 0.09%	47,423 $3.51 Million
Q2 2021 Aug 16, 2021	SELL	$65.96 - $72.81 $7,651 - $8,445	-116 Reduced 0.24%	47,468 $3.45 Million
Q1 2021 May 17, 2021	BUY	$61.43 - $67.25 $18,429 - $20,175	300 Added 0.63%	47,584 $3.1 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $2.06 Million - $2.34 Million	36,667 Added 345.36%	47,284 $3.02 Million
Q3 2020 Nov 16, 2020	SELL	$52.42 - $62.43 $32,552 - $38,769	-621 Reduced 5.53%	10,617 $2.45 Million
Q2 2020 Aug 13, 2020	SELL	$39.5 - $52.48 $53,246 - $70,743	-1,348 Reduced 10.71%	11,238 $2.33 Million
Q1 2020 May 14, 2020	BUY	$36.14 - $52.65 $75,207 - $109,564	2,081 Added 19.81%	12,586 $2.08 Million
Q2 2019 Aug 13, 2019	BUY	$41.95 - $45.26 $6,292 - $6,789	150 Added 1.45%	10,505 $1.88 Million
Q1 2019 May 14, 2019	BUY	$36.63 - $43.33 $7,509 - $8,882	205 Added 2.02%	10,355 $1.79 Million
Q4 2018 Feb 13, 2019	SELL	$35.15 - $44.43 $632 - $799	-18 Reduced 0.18%	10,150 $1.53 Million
Q3 2018 Nov 13, 2018	BUY	$40.58 - $44.29 $730 - $797	18 Added 0.18%	10,168 $1.8 Million
Q1 2018 May 15, 2018	SELL	$37.4 - $41.49 $88,376 - $98,040	-2,363 Reduced 18.88%	10,150 $1.57 Million
Q3 2017 Nov 13, 2017	BUY	$35.46 - $35.85 $443,710 - $448,591	12,513	12,513 $1.8 Million

Others Institutions Holding IVW

# of Institutions

1,819

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Evercore Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History