Evercore Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Evercore Wealth Management, LLC

$6.35 Billion
Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 52,997 shares of IWB stock, worth $16.6 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

52,997

Previous 52,997 -0.0%

Holding current value

$16.6 Million

Previous $15.3 Million 3.3%

% of portfolio

0.25%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$257.46 - $288.1 $5,149 - $5,762	-20 Reduced 0.04%	52,997 $15.3 Million
Q4 2023 Feb 14, 2024	BUY	$225.16 - $263.17 $350,574 - $409,755	1,557 Added 3.03%	53,017 $13.9 Million
Q2 2023 Aug 04, 2023	SELL	$221.85 - $243.74 $4,437 - $4,874	-20 Reduced 0.04%	51,460 $12.5 Million
Q1 2023 May 15, 2023	SELL	$208.78 - $230.55 $25,471 - $28,127	-122 Reduced 0.24%	51,480 $11.6 Million
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $194,970 - $222,245	990 Added 1.96%	51,602 $10.9 Million
Q3 2022 Nov 14, 2022	SELL	$197.33 - $237.63 $86,627 - $104,319	-439 Reduced 0.86%	50,612 $9.99 Million
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $2,010 - $2,532	10 Added 0.02%	51,051 $10.6 Million
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $371,072 - $428,437	-1,610 Reduced 3.06%	51,041 $12.8 Million
Q4 2021 Feb 14, 2022	SELL	$241.33 - $266.02 $46,818 - $51,607	-194 Reduced 0.37%	52,651 $13.9 Million
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $478 - $510	-2 Reduced -0.0%	52,845 $12.8 Million
Q2 2021 Aug 16, 2021	BUY	$226.48 - $242.11 $56,620 - $60,527	250 Added 0.48%	52,847 $12.8 Million
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $1.37 Million - $1.48 Million	-6,579 Reduced 11.12%	52,597 $11.8 Million
Q4 2020 Feb 16, 2021	SELL	$182.85 - $211.84 $228,562 - $264,800	-1,250 Reduced 2.07%	59,176 $12.5 Million
Q3 2020 Nov 16, 2020	SELL	$172.79 - $199.44 $13,823 - $15,955	-80 Reduced 0.13%	60,426 $11.3 Million
Q1 2020 May 14, 2020	SELL	$122.99 - $188.06 $20,908 - $31,970	-170 Reduced 0.28%	60,506 $8.56 Million
Q4 2019 Feb 13, 2020	BUY	$159.7 - $178.97 $529,724 - $593,643	3,317 Added 5.78%	60,676 $10.8 Million
Q3 2019 Nov 14, 2019	BUY	$163.68 - $167.08 $18,823 - $19,214	115 Added 0.2%	57,359 $9.44 Million
Q2 2019 Aug 13, 2019	BUY	N/A	300 Added 0.53%	57,244 $9.32 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-6,990 Reduced 10.93%	56,944 $7.9 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,550 Added 2.48%	63,934 $10.3 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,159 Added 1.89%	62,384 $9.48 Million
Q1 2018 May 15, 2018	BUY	N/A	41 Added 0.07%	61,225 $8.99 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-140 Reduced 0.23%	61,184 $9.09 Million
Q3 2017 Nov 13, 2017	BUY	N/A	61,324	61,324 $8.58 Million

Others Institutions Holding IWB

# of Institutions

1,339

Shares Held

92.5M

Call Options Held

56.9K

Put Options Held

46.1K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Evercore Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History