Evermay Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 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 $349,263. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,784
Previous 3,784
-0.0%
Holding current value
$349,263
Previous $333,000
0.3%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding IWR
# of Institutions
1,520Shares Held
366MCall Options Held
103KPut Options Held
21.2K-
Jones Financial Companies Lllp62.2MShares$5.74 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.69 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$3.15 Billion0.7% of portfolio
-
Us Bancorp \De\18.9MShares$1.75 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.24 Billion0.8% of portfolio