Evermay Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
$49.84 - $51.62 $185,604 - $192,232
-3,724 Reduced 52.7%
3,342 $169,000
Q1 2022

May 16, 2022
BUY
$51.49 - $53.86 $46,392 - $48,527
901 Added 14.61%
7,066 $365,000
Q3 2021

Nov 12, 2021
BUY
$54.6 - $54.92 $20,475 - $20,595
375 Added 6.48%
6,165 $337,000
Q4 2019

Feb 11, 2020
BUY
$53.49 - $53.82 $16,047 - $16,146
300 Added 5.46%
5,790 $311,000
Q3 2019

Oct 29, 2019
BUY
$53.16 - $53.82 $23,815 - $24,111
448 Added 8.89%
5,490 $295,000
Q2 2019

Jul 23, 2019
SELL
$52.58 - $53.44 $3,575 - $3,633
-68 Reduced 1.33%
5,042 $269,000
Q4 2018

Jan 24, 2019
BUY
$51.35 - $51.73 $20,540 - $20,692
400 Added 8.49%
5,110 $264,000
Q3 2018

Oct 29, 2018
BUY
$51.75 - $52.0 $121,871 - $122,460
2,355 Added 100.0%
4,710 $244,000
Q2 2018

Aug 06, 2018
SELL
$51.75 - $52.05 $1,552 - $1,561
-30 Reduced 1.26%
2,355 $244,000
Q4 2017

Feb 07, 2018
BUY
$52.24 - $52.64 $15,672 - $15,792
300 Added 14.39%
2,385 $249,000
Q3 2017

Oct 23, 2017
BUY
$52.65 - $52.69 $109,775 - $109,858
2,085
2,085 $220,000

Others Institutions Holding IGSB

# of Institutions
976
Shares Held
316M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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  • Ticker IGSB
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