Evermay Wealth Management LLC Ishares Russell 3000 ETF Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
858Shares Held
26.1MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$666 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$366 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.07MShares$366 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$353 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC944KShares$323 Million0.03% of portfolio