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 598 shares of ITA stock, worth $125,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares
598
Previous 668 10.48%
Holding current value
$125,310
Previous $102,000 9.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 29, 2025
SELL
$135.31 - $188.64 $9,471 - $13,204
-70 Reduced 10.48%
598 $112,000
Q1 2025

May 07, 2025
SELL
$144.84 - $159.5 $39,831 - $43,862
-275 Reduced 29.16%
668 $102,000
Q2 2024

Aug 01, 2024
SELL
$127.05 - $137.39 $20,328 - $21,982
-160 Reduced 14.51%
943 $124,000
Q1 2023

May 15, 2023
BUY
$108.43 - $117.74 $119,598 - $129,867
1,103 New
1,103 $126,000

Others Institutions Holding ITA

# of Institutions
835
Shares Held
20M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email