Evelyn Partners Asset Management LTD Ishares Inc Transaction History

Evelyn Partners Asset Management LTD

$443 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Dec 08, 2025	BUY	N/A	238 New	238 $12.8 Million
Q4 2024 Dec 11, 2025	BUY	N/A	713 New	713 $37.2 Million

Others Institutions Holding IEMG

# of Institutions

2,305

Shares Held

1.48B

Call Options Held

103K

Put Options Held

12.4K

Bank Of America Corp Charlotte, NC

171M
Shares

$9.17 Billion
0.64% of portfolio
Morgan Stanley New York, NY

98.8M
Shares

$5.3 Billion
0.33% of portfolio
Creative Planning Overland Park, KS

75.1M
Shares

$4.03 Billion
3.12% of portfolio
Envestnet Asset Management Inc

70.1M
Shares

$3.76 Billion
1.16% of portfolio
Wells Fargo & Company San Francisco, CA

57.5M
Shares

$3.08 Billion
0.61% of portfolio

About ISHARES INC

Ticker IEMG
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