Evergreen Capital Management LLC Ishares Russell Mid Cap Growth Transaction History

Evergreen Capital Management LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Evergreen Capital Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evergreen Capital Management LLC holds 11,857 shares of IWP stock, worth $1.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,857
Previous 10,405 13.95%
Holding current value
$1.7 Million
Previous $1.22 Million 34.53%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$104.34 - $138.68 $151,501 - $201,363
1,452 Added 13.95%
11,857 $1.64 Million
Q1 2025

May 15, 2025
BUY
$114.9 - $139.6 $197,742 - $240,251
1,721 Added 19.82%
10,405 $1.22 Million
Q4 2024

Feb 13, 2025
BUY
$116.4 - $138.52 $101,500 - $120,789
872 Added 11.16%
8,684 $1.1 Million
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $71,981 - $81,489
693 Added 9.73%
7,812 $916,000
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $77,161 - $82,803
730 Added 11.43%
7,119 $785,000
Q1 2024

May 15, 2024
BUY
$100.66 - $114.14 $46,303 - $52,504
460 Added 7.76%
6,389 $729,000
Q4 2023

Feb 14, 2024
BUY
$85.66 - $105.12 $310,003 - $380,429
3,619 Added 156.67%
5,929 $619,000
Q1 2023

May 15, 2023
BUY
$82.89 - $94.68 $191,475 - $218,710
2,310 New
2,310 $210,000
Q2 2022

Aug 15, 2022
SELL
$75.41 - $102.47 $153,082 - $208,014
-2,030 Closed
0 $0
Q4 2021

Mar 11, 2022
BUY
$109.8 - $123.28 $4,392 - $4,931
40 Added 2.01%
2,030 $234,000
Q3 2021

Nov 15, 2021
BUY
$109.39 - $119.47 $217,686 - $237,745
1,990 New
1,990 $223,000

Others Institutions Holding IWP

# of Institutions
1,317
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email