Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 138,287 shares of IDV stock, worth $4.05 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
138,287
Previous 138,668 0.27%
Holding current value
$4.05 Million
Previous $4.19 Million 9.66%
% of portfolio
0.58%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$27.03 - $29.92 $10,298 - $11,399
-381 Reduced 0.27%
138,287 $3.79 Million
Q3 2024

Oct 25, 2024
SELL
$27.62 - $30.64 $166,520 - $184,728
-6,029 Reduced 4.17%
138,668 $4.19 Million
Q2 2024

Aug 01, 2024
SELL
$26.94 - $30.1 $1,804 - $2,016
-67 Reduced 0.05%
144,697 $4 Million
Q1 2024

May 13, 2024
BUY
$26.95 - $28.13 $3.9 Million - $4.07 Million
144,764 New
144,764 $4.06 Million

Others Institutions Holding IDV

# of Institutions
494
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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