Evercore Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Evercore Wealth Management, LLC

$6.02 Billion
Q1 2025

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 37,587 shares of IWM stock, worth $8.37 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,587

Previous 38,332 1.94%

Holding current value

$8.37 Million

Previous $8.47 Million 11.47%

% of portfolio

0.12%

Previous 0.13%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $147,584 - $171,193	-745 Reduced 1.94%	37,587 $7.5 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $432 - $484	2 Added 0.01%	38,332 $8.47 Million
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

# of Institutions

2,897

Shares Held

314M

Call Options Held

232M

Put Options Held

544M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Ishares Russell 2000 ETF Transaction History