Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 111,471 shares of IDV stock, worth $3.93 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
111,471
Previous 112,455 0.88%
Holding current value
$3.93 Million
Previous $3.49 Million 10.26%
% of portfolio
0.48%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$27.79 - $34.84 $27,345 - $34,282
-984 Reduced 0.88%
111,471 $3.85 Million
Q1 2025

May 07, 2025
SELL
$27.0 - $31.7 $697,464 - $818,874
-25,832 Reduced 18.68%
112,455 $3.49 Million
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
532
Shares Held
80.7M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

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