Evermay Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 109,096 shares of IJR stock, worth $12.6 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
109,096
Previous 109,239
0.13%
Holding current value
$12.6 Million
Previous $12.1 Million
3.62%
% of portfolio
1.88%
Previous 1.83%
Shares
28 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio