Evercore Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$100.05 - $100.73 $2.53 Million - $2.54 Million	25,249 New	25,249 $2.53 Million

Others Institutions Holding SGOV

# of Institutions

708

Shares Held

91.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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