Evermay Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,784 shares of IWR stock, worth $346,614. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,784

Previous 3,784 -0.0%

Holding current value

$346,614

Previous $306,000 8.82%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$66.27 - $75.04 $18,356 - $20,786	-277 Reduced 6.82%	3,784 $264,000
Q4 2022 Jan 19, 2023	BUY	$62.09 - $71.89 $124 - $143	2 Added 0.05%	4,061 $0
Q3 2022 Nov 14, 2022	SELL	$62.15 - $74.82 $18,645 - $22,445	-300 Reduced 6.88%	4,059 $252,000
Q1 2022 May 16, 2022	BUY	$72.29 - $82.89 $12,723 - $14,588	176 Added 4.21%	4,359 $340,000
Q4 2021 Feb 14, 2022	SELL	$78.41 - $85.28 $36,068 - $39,228	-460 Reduced 9.91%	4,183 $347,000
Q1 2021 May 10, 2021	BUY	$67.45 - $75.68 $809 - $908	12 Added 0.26%	4,643 $343,000
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $5,024 - $5,969	87 Added 1.91%	4,631 $317,000
Q2 2020 Jul 20, 2020	SELL	$40.64 - $57.63 $77,216 - $109,497	-1,900 Reduced 29.48%	4,544 $244,000
Q3 2019 Oct 29, 2019	BUY	$53.6 - $57.42 $345,398 - $370,014	6,444 New	6,444 $361,000

Others Institutions Holding IWR

# of Institutions

1,426

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Evermay Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History