Evermay Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 784 shares of IWS stock, worth $109,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares
784
Previous 1,275 38.51%
Holding current value
$109,814
Previous $153,000 32.68%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$119.52 - $132.25 $58,684 - $64,934
-491 Reduced 38.51%
784 $103,000
Q2 2024

Aug 01, 2024
SELL
$117.31 - $125.13 $4,105 - $4,379
-35 Reduced 2.67%
1,275 $153,000
Q1 2024

May 13, 2024
BUY
$112.43 - $125.33 $141,212 - $157,414
1,256 Added 2325.93%
1,310 $164,000
Q3 2022

Nov 14, 2022
BUY
$96.05 - $115.74 $5,186 - $6,249
54 New
54 $5,000

Others Institutions Holding IWS

# of Institutions
940
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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