A detailed history of Evergreen Capital Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 2,397 shares of IWV stock, worth $819,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,397
Previous 2,397 -0.0%
Holding current value
$819,630
Previous $739,000 5.95%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$268.36 - $300.08 $80,508 - $90,024
300 Added 14.31%
2,397 $719,000
Q3 2022

Nov 14, 2022

BUY
$207.04 - $249.4 $434,162 - $522,991
2,097 New
2,097 $434,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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.