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

Evercore Wealth Management, LLC

$6.66 Billion
Q3 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

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.