Evermay Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,270 shares of IWF stock, worth $1.75 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,270
Previous 4,270 -0.0%
Holding current value
$1.75 Million
Previous $1.6 Million 6.99%
% of portfolio
0.26%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$332.02 - $382.76 $2,324 - $2,679
7 Added 0.16%
4,270 $1.6 Million
Q2 2024

Aug 01, 2024
SELL
$316.15 - $367.33 $3,477 - $4,040
-11 Reduced 0.26%
4,263 $1.55 Million
Q4 2023

Feb 09, 2024
SELL
$256.94 - $304.21 $513 - $608
-2 Reduced 0.05%
4,274 $1.3 Million
Q3 2023

Nov 13, 2023
BUY
$263.8 - $285.38 $22,159 - $23,971
84 Added 2.0%
4,276 $1.14 Million
Q2 2023

Aug 10, 2023
SELL
$239.31 - $275.18 $81,604 - $93,836
-341 Reduced 7.52%
4,192 $1.15 Million
Q3 2022

Nov 14, 2022
SELL
$210.4 - $257.47 $90,892 - $111,227
-432 Reduced 8.7%
4,533 $954,000
Q2 2022

Aug 15, 2022
SELL
$209.9 - $283.21 $400,699 - $540,647
-1,909 Reduced 27.77%
4,965 $1.09 Million
Q1 2022

May 16, 2022
BUY
$246.62 - $307.78 $1.25 Million - $1.56 Million
5,071 Added 281.25%
6,874 $1.91 Million
Q3 2020

Nov 05, 2020
BUY
$194.64 - $233.83 $6,228 - $7,482
32 Added 1.81%
1,803 $391,000
Q1 2019

May 03, 2019
BUY
N/A
1,771 New
1,771 $268,000

Others Institutions Holding IWF

# of Institutions
2,298
Shares Held
201M
Call Options Held
337K
Put Options Held
137K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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