Evermay Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,000 shares of IWP stock, worth $136,840. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$136,840
Previous $138,000
2.9%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,318Shares Held
127MCall Options Held
167KPut Options Held
267K-
Morgan Stanley New York, NY19.8MShares$2.71 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.54 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.17MShares$844 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.58MShares$763 Million0.54% of portfolio
-
Envestnet Asset Management Inc5.4MShares$739 Million0.24% of portfolio