Evercore Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Evercore Wealth Management, LLC

$6.37 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $1.03 Million - $1.16 Million	-29,650 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$37.15 - $38.46 $5,572 - $5,769	-150 Reduced 0.5%	29,650 $1.14 Million
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $177,037 - $188,699	4,900 Added 19.68%	29,800 $1.15 Million
Q2 2020 Aug 13, 2020	SELL	$30.01 - $35.86 $88,529 - $105,787	-2,950 Reduced 10.59%	24,900 $863,000
Q1 2020 May 14, 2020	SELL	$25.12 - $38.29 $499,888 - $761,971	-19,900 Reduced 41.68%	27,850 $887,000

Q4 2019 Feb 13, 2020	BUY	$36.77 - $37.68 $3,677 - $3,768	100 Added 0.21%	47,750 $1.8 Million
Q3 2019 Nov 14, 2019	BUY	$36.77 - $37.53 $729,884 - $744,970	19,850 Added 71.4%	47,650 $1.79 Million
Q2 2019 Aug 13, 2019	BUY	$36.27 - $37.09 $50,778 - $51,926	1,400 Added 5.3%	27,800 $1.02 Million
Q1 2019 May 14, 2019	BUY	$34.55 - $36.63 $912,119 - $967,032	26,400 New	26,400 $965,000
Q1 2018 May 15, 2018	SELL	$36.79 - $38.19 $183,950 - $190,950	-5,000 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$38.8 - $38.86 $194,000 - $194,300	5,000	5,000 $194,000

Others Institutions Holding PFF

# of Institutions

1,105

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

About ISHARES TRUST ISHARES PFD AND

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