Evermay Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
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 $134,270. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$134,270
Previous $117,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,122Shares Held
103MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.51 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.45 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$957 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA5MShares$671 Million0.14% of portfolio
-
Jones Financial Companies Lllp4.4MShares$591 Million0.53% of portfolio