Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 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 138,668 shares of IDV stock, worth $3.77 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
138,668
Previous 144,697 4.17%
Holding current value
$3.77 Million
Previous $4 Million 4.7%
% of portfolio
0.68%
Previous 0.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
480
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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