Evermay Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 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 $143,530. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$143,530
Previous $117,000
17.95%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,318Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio