A detailed history of Evercore Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,499 shares of IWP stock, worth $454,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,499
Previous 3,499 -0.0%
Holding current value
$454,520
Previous $386,000 6.22%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$105.7 - $113.43 $22,514 - $24,160
-213 Reduced 5.74%
3,499 $386,000
Q1 2024

May 15, 2024

BUY
$100.66 - $114.14 $35,331 - $40,063
351 Added 10.44%
3,712 $423,000
Q4 2023

Feb 14, 2024

BUY
$85.66 - $105.12 $287,903 - $353,308
3,361 New
3,361 $351,000
Q1 2021

May 17, 2021

SELL
$96.94 - $112.05 $196,594 - $227,237
-2,028 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$86.54 - $104.78 $175,503 - $212,493
2,028 New
2,028 $208,000
Q1 2018

May 15, 2018

SELL
N/A
-593 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
593
593 $67,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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