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

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 58,225 shares of IWF stock, worth $26.8 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
58,225
Previous 57,347 1.53%
Holding current value
$26.8 Million
Previous $20.7 Million 19.38%
% of portfolio
0.4%
Previous 0.34%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$320.42 - $424.58 $281,328 - $372,781
878 Added 1.53%
58,225 $24.7 Million
Q1 2025

May 15, 2025
BUY
$360.07 - $417.26 $419,841 - $486,525
1,166 Added 2.08%
57,347 $20.7 Million
Q4 2024

Feb 14, 2025
BUY
$370.24 - $418.94 $242,136 - $273,986
654 Added 1.18%
56,181 $22.6 Million
Q3 2024

Nov 14, 2024
SELL
$332.02 - $382.76 $820,753 - $946,182
-2,472 Reduced 4.26%
55,527 $20.8 Million
Q2 2024

Aug 14, 2024
SELL
$316.15 - $367.33 $192,535 - $223,703
-609 Reduced 1.04%
57,999 $21.1 Million
Q1 2024

May 15, 2024
SELL
$294.43 - $339.01 $1.43 Million - $1.65 Million
-4,861 Reduced 7.66%
58,608 $19.8 Million
Q4 2023

Feb 14, 2024
BUY
$256.94 - $304.21 $208,892 - $247,322
813 Added 1.3%
63,469 $19.2 Million
Q3 2023

Nov 14, 2023
SELL
$263.8 - $285.38 $45,637 - $49,370
-173 Reduced 0.28%
62,656 $16.7 Million
Q2 2023

Aug 04, 2023
BUY
$239.31 - $275.18 $459,235 - $528,070
1,919 Added 3.15%
62,829 $17.3 Million
Q1 2023

May 15, 2023
SELL
$209.92 - $244.33 $238,259 - $277,314
-1,135 Reduced 1.83%
60,910 $14.9 Million
Q4 2022

Feb 14, 2023
SELL
$207.03 - $232.89 $1.21 Million - $1.36 Million
-5,826 Reduced 8.58%
62,045 $13.3 Million
Q3 2022

Nov 14, 2022
SELL
$210.4 - $257.47 $285,933 - $349,901
-1,359 Reduced 1.96%
67,871 $14.3 Million
Q2 2022

Aug 15, 2022
SELL
$209.9 - $283.21 $484,239 - $653,365
-2,307 Reduced 3.22%
69,230 $15.1 Million
Q1 2022

May 16, 2022
SELL
$246.62 - $307.78 $120,350 - $150,196
-488 Reduced 0.68%
71,537 $19.9 Million
Q4 2021

Feb 14, 2022
SELL
$270.99 - $309.52 $51,217 - $58,499
-189 Reduced 0.26%
72,025 $22 Million
Q3 2021

Nov 15, 2021
BUY
$272.07 - $292.68 $2,720 - $2,926
10 Added 0.01%
72,214 $19.8 Million
Q2 2021

Aug 16, 2021
SELL
$244.58 - $272.16 $484,757 - $539,421
-1,982 Reduced 2.67%
72,204 $19.6 Million
Q1 2021

May 17, 2021
SELL
$230.04 - $254.69 $231,190 - $255,963
-1,005 Reduced 1.34%
74,186 $18 Million
Q4 2020

Feb 16, 2021
BUY
$209.58 - $241.25 $236,196 - $271,888
1,127 Added 1.52%
75,191 $18.1 Million
Q3 2020

Nov 16, 2020
BUY
$194.64 - $233.83 $2,141 - $2,572
11 Added 0.01%
74,064 $16.1 Million
Q2 2020

Aug 13, 2020
SELL
$144.16 - $193.61 $1.38 Million - $1.85 Million
-9,553 Reduced 11.43%
74,053 $14.2 Million
Q1 2020

May 14, 2020
SELL
$131.63 - $192.29 $1.61 Million - $2.35 Million
-12,224 Reduced 12.76%
83,606 $12.6 Million
Q4 2019

Feb 13, 2020
BUY
$155.29 - $176.84 $411,673 - $468,802
2,651 Added 2.85%
95,830 $16.9 Million
Q3 2019

Nov 14, 2019
BUY
$158.47 - $162.55 $871,585 - $894,025
5,500 Added 6.27%
93,179 $14.9 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-14,652 Reduced 14.32%
87,679 $13.8 Million
Q1 2019

May 14, 2019
BUY
N/A
24,747 Added 31.9%
102,331 $15.5 Million
Q4 2018

Feb 13, 2019
BUY
N/A
7,183 Added 10.2%
77,584 $10.2 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-2,054 Reduced 2.83%
70,401 $11 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,108 Added 6.01%
72,455 $10.4 Million
Q1 2018

May 15, 2018
SELL
N/A
-902 Reduced 1.3%
68,347 $9.3 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,203 Reduced 1.71%
69,249 $9.33 Million
Q3 2017

Nov 13, 2017
BUY
N/A
70,452
70,452 $8.81 Million

Others Institutions Holding IWF

# of Institutions
2,545
Shares Held
225M
Call Options Held
483K
Put Options Held
122K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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