Evermay Wealth Management LLC Ishares Ibonds 2024 Term High Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$23.0 - $23.3 $200,100 - $202,710	8,700 New	8,700 $201,000

Others Institutions Holding IBHD

# of Institutions

120

Shares Held

10M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.8 Million
18.83% of portfolio
Bank Of America Corp Charlotte, NC

794K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

676K
Shares

$15.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

664K
Shares

$15.4 Million
0.92% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
Sector ETFs
Industry ETFs

More about IBHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.