Evercore Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Evercore Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$54.38 - $96.81 $288,159 - $512,996	-5,299 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$86.25 - $94.77 $251,763 - $276,633	2,919 Added 122.65%	5,299 $502,000
Q3 2019 Nov 14, 2019	BUY	$84.39 - $91.13 $6,835 - $7,381	81 Added 3.52%	2,380 $213,000
Q1 2019 May 14, 2019	BUY	$75.3 - $87.47 $173,114 - $201,093	2,299 New	2,299 $200,000
Q4 2018 Feb 13, 2019	SELL	$72.26 - $90.19 $166,125 - $207,346	-2,299 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$84.61 - $90.01 $194,518 - $206,932	2,299 New	2,299 $203,000
Q1 2018 May 15, 2018	SELL	$83.92 - $92.83 $192,932 - $213,416	-2,299 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$84.38 - $84.93 $193,989 - $195,254	2,299	2,299 $195,000

938

93.3M

36.4K

1.6K

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