Evermay Wealth Management LLC Ishares Russell Midcap Value E Transaction History

Evermay Wealth Management LLC

  • $620 Million
  • Q2 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 1,275 shares of IWS stock, worth $167,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,310 2.67%
Holding current value
$167,101
Previous $164,000 6.71%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
914
Shares Held
95.4M
Call Options Held
43.6K
Put Options Held
0
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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