Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $620 Million
  • Q2 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 144,697 shares of IDV stock, worth $4.32 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
144,697
Previous 144,764 0.05%
Holding current value
$4.32 Million
Previous $4.06 Million 1.38%
% of portfolio
0.65%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
462
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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