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 943 shares of ITA stock, worth $145,599. This represents 0.02% of its overall portfolio holdings.

Number of Shares
943
Previous 943 -0.0%
Holding current value
$145,599
Previous $124,000 13.71%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
699
Shares Held
18.6M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

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