A detailed history of Evercore Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 38,330 shares of IWM stock, worth $8.51 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
38,330
Previous 46,020 16.71%
Holding current value
$8.51 Million
Previous $9.34 Million 9.32%
% of portfolio
0.13%
Previous 0.15%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$200.87 - $224.6 $1.54 Million - $1.73 Million
-7,690 Reduced 16.71%
38,330 $8.47 Million
Q2 2024

Aug 14, 2024

BUY
$192.84 - $209.44 $38,760 - $42,097
201 Added 0.44%
46,020 $9.34 Million
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $98,719 - $109,566
-521 Reduced 1.12%
45,819 $9.64 Million
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $860,037 - $1.09 Million
5,302 Added 12.92%
46,340 $9.3 Million
Q3 2023

Nov 14, 2023

SELL
$174.36 - $198.71 $66,082 - $75,311
-379 Reduced 0.92%
41,038 $7.25 Million
Q2 2023

Aug 04, 2023

SELL
$170.4 - $187.93 $82,303 - $90,770
-483 Reduced 1.15%
41,417 $7.76 Million
Q1 2023

May 15, 2023

BUY
$170.25 - $198.32 $21,621 - $25,186
127 Added 0.3%
41,900 $7.47 Million
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $289,081 - $325,890
-1,733 Reduced 3.98%
41,773 $7.28 Million
Q3 2022

Nov 14, 2022

BUY
$164.17 - $201.07 $15,760 - $19,302
96 Added 0.22%
43,506 $7.18 Million
Q2 2022

Aug 15, 2022

SELL
$163.9 - $207.91 $33,927 - $43,037
-207 Reduced 0.47%
43,410 $7.35 Million
Q1 2022

May 16, 2022

SELL
$191.52 - $225.32 $319,455 - $375,833
-1,668 Reduced 3.68%
43,617 $8.95 Million
Q4 2021

Feb 14, 2022

SELL
$212.12 - $242.56 $167,999 - $192,107
-792 Reduced 1.72%
45,285 $10.1 Million
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $162,820 - $177,938
-769 Reduced 1.64%
46,077 $10.1 Million
Q2 2021

Aug 16, 2021

SELL
$211.85 - $232.89 $707,790 - $778,085
-3,341 Reduced 6.66%
46,846 $10.7 Million
Q1 2021

May 17, 2021

SELL
$193.5 - $234.42 $427,054 - $517,364
-2,207 Reduced 4.21%
50,187 $11.1 Million
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $467,040 - $611,160
3,069 Added 6.22%
52,394 $10.3 Million
Q3 2020

Nov 16, 2020

SELL
$139.07 - $158.46 $504,545 - $574,892
-3,628 Reduced 6.85%
49,325 $7.39 Million
Q2 2020

Aug 13, 2020

SELL
$104.62 - $153.09 $636,717 - $931,705
-6,086 Reduced 10.31%
52,953 $7.58 Million
Q1 2020

May 14, 2020

SELL
$99.9 - $169.53 $855,943 - $1.45 Million
-8,568 Reduced 12.67%
59,039 $6.76 Million
Q4 2019

Feb 13, 2020

BUY
$146.46 - $166.68 $1.32 Million - $1.5 Million
8,980 Added 15.32%
67,607 $11.2 Million
Q3 2019

Nov 14, 2019

BUY
$144.85 - $157.9 $972,378 - $1.06 Million
6,713 Added 12.93%
58,627 $8.87 Million
Q2 2019

Aug 13, 2019

BUY
$145.86 - $160.71 $1.48 Million - $1.63 Million
10,130 Added 24.24%
51,914 $8.07 Million
Q1 2019

May 14, 2019

BUY
$132.25 - $158.24 $914,508 - $1.09 Million
6,915 Added 19.83%
41,784 $6.4 Million
Q4 2018

Feb 13, 2019

BUY
$125.88 - $166.33 $554,249 - $732,350
4,403 Added 14.45%
34,869 $4.67 Million
Q3 2018

Nov 13, 2018

BUY
$164.2 - $173.02 $921,654 - $971,161
5,613 Added 22.58%
30,466 $5.14 Million
Q2 2018

Aug 14, 2018

BUY
$148.13 - $169.97 $934,700 - $1.07 Million
6,310 Added 34.03%
24,853 $4.07 Million
Q1 2018

May 15, 2018

BUY
$145.44 - $159.96 $2,036 - $2,239
14 Added 0.08%
18,543 $2.82 Million
Q4 2017

Feb 13, 2018

BUY
$145.63 - $154.3 $32,766 - $34,717
225 Added 1.23%
18,529 $2.83 Million
Q3 2017

Nov 13, 2017

BUY
$144.61 - $148.18 $2.65 Million - $2.71 Million
18,304
18,304 $2.71 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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