Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2018 Filed on May 15, 2018
1,370
N/A
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q1 2018 Filed on May 15, 2018
1,383
N/A
HEWG
Ishares Currency Hedged Msci G

ETFs
Q1 2018 Filed on May 15, 2018
1,349
$26.61 - $30.33 $35.9K - $40.9K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2018 Filed on May 15, 2018
42
$45.53 - $50.71 $1.91K - $2.13K
RXI
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
260
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2018 Filed on May 15, 2018
845
$54.36 - $61.53 $45.9K - $52K
HYG
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
335
$84.92 - $87.97 $28.4K - $29.5K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,800
$48.43 - $53.74 $87.2K - $96.7K
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2018 Filed on May 15, 2018
33
N/A
SUB
Ishares Short Term National Mu

ETFs
Q1 2018 Filed on May 15, 2018
40
$104.62 - $105.21 $4.18K - $4.21K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2018 Filed on May 15, 2018
408
N/A
IYK
Ishares U.S. Consumer Staples

ETFs
Q1 2018 Filed on May 15, 2018
28
$115.42 - $130.64 $3.23K - $3.66K
IYG
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
800
N/A
IYF
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
500
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2018 Filed on May 15, 2018
91
N/A
URTH
Ishares Msci World ETF

ETFs
Q1 2018 Filed on May 15, 2018
1,415
$85.03 - $94.07 $120K - $133K
HUM
Humana Inc

Healthcare
Q1 2018 Filed on May 15, 2018
367
$251.28 - $291.23 $92.2K - $107K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2018 Filed on May 15, 2018
300
$114.63 - $125.65 $34.4K - $37.7K
ICLR
Icon PLC

Healthcare
Q1 2018 Filed on May 15, 2018
163
$103.82 - $123.9 $16.9K - $20.2K
IEX
Idex Corp

Industrials
Q1 2018 Filed on May 15, 2018
53
$130.9 - $150.37 $6.94K - $7.97K
Imperva Inc
Q1 2018 Filed on May 15, 2018
1,888
N/A
INFN
Infinera Corp

Technology
Q1 2018 Filed on May 15, 2018
1,700
$6.25 - $11.49 $10.6K - $19.5K
Ingersoll Rand PLC
Q1 2018 Filed on May 15, 2018
782
N/A
IVZ
Invesco Ltd.

Financial Services
Q1 2018 Filed on May 15, 2018
790
$30.72 - $38.4 $24.3K - $30.3K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q1 2018 Filed on May 15, 2018
3,570
$12.13 - $13.31 $43.3K - $47.5K
IRM
Iron Mountain Inc

Real Estate
Q1 2018 Filed on May 15, 2018
183
$30.89 - $37.61 $5.65K - $6.88K
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2018 Filed on May 15, 2018
1,173
$22.68 - $25.83 $26.6K - $30.3K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2018 Filed on May 15, 2018
820
N/A
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2018 Filed on May 15, 2018
9
$24.34 - $26.9 $219 - $242
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2018 Filed on May 15, 2018
363
$28.78 - $32.28 $10.4K - $11.7K
JBGS
Jbg Smith Properties

Real Estate
Q1 2018 Filed on May 15, 2018
776
$31.04 - $34.55 $24.1K - $26.8K
L3 Technologies Inc
Q1 2018 Filed on May 15, 2018
350
N/A
JBLU
Jetblue Airways Corp

Industrials
Q1 2018 Filed on May 15, 2018
2,500
$19.82 - $22.93 $49.6K - $57.3K
LEA
Lear Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
892
$178.71 - $197.99 $159K - $177K
JLL
Jones Lang Lasalle Inc

Real Estate
Q1 2018 Filed on May 15, 2018
165
$146.06 - $177.3 $24.1K - $29.3K
K
Kellogg CO

Consumer Defensive
Q1 2018 Filed on May 15, 2018
412
$62.95 - $70.25 $25.9K - $28.9K
JNPR
Juniper Networks Inc

Technology
Q1 2018 Filed on May 15, 2018
100
$24.05 - $28.89 $2.41K - $2.89K
Juno Therapeutics Inc
Q1 2018 Filed on May 15, 2018
32,062
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
1,018
$67.92 - $79.03 $69.1K - $80.5K
KSU
Kansas City Southern

Industrials
Q1 2018 Filed on May 15, 2018
200
N/A
Itus Corp
Q1 2018 Filed on May 15, 2018
400
N/A
L Brands Inc
Q1 2018 Filed on May 15, 2018
56
N/A
IYR
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
350
N/A
KN
Knowles Corp

Technology
Q1 2018 Filed on May 15, 2018
232
$12.36 - $16.55 $2.87K - $3.84K
KSS
Kohls Corp

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
210
$54.36 - $68.83 $11.4K - $14.5K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
202
$41.8 - $48.8 $8.44K - $9.86K
KIM
Kimco Realty Corp

Real Estate
Q1 2018 Filed on May 15, 2018
600
$14.01 - $18.12 $8.41K - $10.9K
IYJ
Ishares Tr

ETFs
Q1 2018 Filed on May 15, 2018
278
$70.82 - $79.05 $19.7K - $22K
Ilg Inc
Q1 2018 Filed on May 15, 2018
72
N/A
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