Evercore Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

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 $500,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,499
Previous 3,499 -0.0%
Holding current value
$500,112
Previous $411,000 18.0%
% 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

# of Institutions
1,307
Shares Held
131M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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