A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 41,984 shares of ICF stock, worth $2.67 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
41,984
Previous 42,695 1.67%
Holding current value
$2.67 Million
Previous $2.45 Million 13.17%
% of portfolio
0.45%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$56.77 - $67.33 $40,363 - $47,871
-711 Reduced 1.67%
41,984 $2.77 Million
Q2 2024

Aug 01, 2024

SELL
$52.54 - $57.29 $149,371 - $162,875
-2,843 Reduced 6.24%
42,695 $2.45 Million
Q1 2024

May 13, 2024

BUY
$55.12 - $59.38 $2.51 Million - $2.7 Million
45,538 New
45,538 $2.63 Million

Others Institutions Holding ICF

About ISHARES TR


  • Ticker ICF
  • Sector ETFs
  • Industry ETFs
More about ICF
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

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