Evermay Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 16,004 shares of IWD stock, worth $2.88 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
16,004
Previous 16,052 0.3%
Holding current value
$2.88 Million
Previous $2.65 Million 8.07%
% of portfolio
0.43%
Previous 0.49%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $7,768 - $8,597
-48 Reduced 0.3%
16,004 $2.87 Million
Q4 2023

Feb 09, 2024
SELL
$143.69 - $165.7 $61,786 - $71,251
-430 Reduced 2.61%
16,052 $2.65 Million
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $43,394 - $46,778
-286 Reduced 1.71%
16,482 $2.5 Million
Q2 2023

Aug 10, 2023
BUY
$148.55 - $157.83 $4,902 - $5,208
33 Added 0.2%
16,768 $2.65 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $47,625 - $52,991
-328 Reduced 1.92%
16,735 $2.55 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,280 Added 8.11%
17,063 $2.32 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-180 Reduced 1.13%
15,783 $2.29 Million
Q1 2022

May 16, 2022
BUY
N/A
12,889 Added 419.29%
15,963 $2.65 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-500 Reduced 13.99%
3,074 $516,000
Q2 2021

Aug 13, 2021
SELL
N/A
-160 Reduced 4.28%
3,574 $567,000
Q1 2021

May 10, 2021
SELL
N/A
-238 Reduced 5.99%
3,734 $566,000
Q4 2018

Jan 24, 2019
BUY
N/A
27 Added 0.68%
3,972 $441,000
Q3 2017

Oct 23, 2017
BUY
N/A
3,945
3,945 $468,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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