A detailed history of Iht Wealth Management, LLC transactions in Eaton Vance Risk Managed Diversified Equity Income Fund stock. As of the latest transaction made, Iht Wealth Management, LLC holds 191,467 shares of ETJ stock, worth $1.68 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
191,467
Previous 195,649 2.14%
Holding current value
$1.68 Million
Previous $1.53 Million 4.24%
% of portfolio
0.06%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$7.73 - $8.43 $32,326 - $35,254
-4,182 Reduced 2.14%
191,467 $1.6 Million
Q4 2023

Feb 14, 2024

SELL
$7.21 - $7.99 $82,266 - $91,165
-11,410 Reduced 5.51%
195,649 $1.53 Million
Q3 2023

Nov 14, 2023

BUY
$7.54 - $8.45 $285,434 - $319,883
37,856 Added 22.37%
207,059 $1.59 Million
Q2 2023

Aug 14, 2023

BUY
$7.68 - $8.44 $61,946 - $68,077
8,066 Added 5.01%
169,203 $1.39 Million
Q1 2023

May 15, 2023

SELL
$7.43 - $8.14 $182,941 - $200,423
-24,622 Reduced 13.25%
161,137 $1.28 Million
Q4 2022

Feb 14, 2023

SELL
$7.41 - $8.67 $326,254 - $381,731
-44,029 Reduced 19.16%
185,759 $1.39 Million
Q3 2022

Nov 22, 2022

BUY
$8.27 - $9.9 $78,540 - $94,020
9,497 Added 4.31%
229,788 $1.9 Million
Q2 2022

Aug 15, 2022

BUY
$8.38 - $9.92 $48,503 - $57,416
5,788 Added 2.7%
220,291 $1.85 Million
Q1 2022

May 16, 2022

BUY
$9.19 - $10.73 $422,997 - $493,880
46,028 Added 27.32%
214,503 $2.12 Million
Q4 2021

Feb 14, 2022

BUY
$10.56 - $11.58 $78,080 - $85,622
7,394 Added 4.59%
168,475 $1.8 Million
Q3 2021

Nov 15, 2021

BUY
$10.69 - $11.68 $23,934 - $26,151
2,239 Added 1.41%
161,081 $1.72 Million
Q2 2021

Aug 16, 2021

BUY
$10.65 - $11.63 $140,281 - $153,190
13,172 Added 9.04%
158,842 $1.83 Million
Q1 2021

May 18, 2021

BUY
$10.07 - $10.92 $111,172 - $120,556
11,040 Added 8.2%
145,670 $1.57 Million
Q4 2020

Feb 17, 2021

SELL
$9.37 - $10.5 $19,686 - $22,060
-2,101 Reduced 1.54%
134,630 $1.4 Million
Q3 2020

Nov 19, 2020

BUY
$9.48 - $10.34 $183,191 - $199,810
19,324 Added 16.46%
136,731 $1.31 Million
Q2 2020

Aug 14, 2020

SELL
$7.98 - $9.66 $527,310 - $638,323
-66,079 Reduced 36.01%
117,407 $1.12 Million
Q1 2020

May 13, 2020

SELL
$6.56 - $9.84 $233,686 - $350,530
-35,623 Reduced 16.26%
183,486 $1.53 Million
Q4 2019

Feb 18, 2020

BUY
$9.13 - $9.4 $28,850 - $29,704
3,160 Added 1.46%
219,109 $2.04 Million
Q3 2019

Nov 15, 2019

BUY
$9.19 - $9.64 $286,084 - $300,093
31,130 Added 16.84%
215,949 $2.01 Million
Q2 2019

Aug 12, 2019

BUY
$9.08 - $9.57 $729,205 - $768,557
80,309 Added 76.84%
184,819 $1.73 Million
Q1 2019

May 16, 2019

BUY
$7.92 - $9.24 $514,063 - $599,740
64,907 Added 163.89%
104,510 $960,000
Q4 2018

Feb 15, 2019

BUY
$7.83 - $10.0 $310,091 - $396,030
39,603 New
39,603 $322,000
Q2 2018

Aug 13, 2018

SELL
$8.9 - $9.73 $8,900 - $9,730
-1,000 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$9.06 - $9.63 $9,060 - $9,630
1,000
1,000 $10,000

Others Institutions Holding ETJ

About Eaton Vance Risk-Managed Diversified Equity Income Fund


  • Ticker ETJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...
More about ETJ
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