Evercore Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 58,760 shares of IVW stock, worth $6.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

58,760

Previous 53,022 10.82%

Holding current value

$6.25 Million

Previous $5.08 Million 17.51%

% of portfolio

0.09%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $541,839 - $605,186	5,738 Added 10.82%	58,760 $5.97 Million
Q3 2024 Nov 14, 2024	SELL	$84.77 - $97.13 $119,271 - $136,661	-1,407 Reduced 2.59%	53,022 $5.08 Million
Q2 2024 Aug 14, 2024	SELL	$79.31 - $93.31 $15,862 - $18,662	-200 Reduced 0.37%	54,429 $5.04 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $49,466 - $56,700	752 Added 1.4%	54,629 $4.1 Million
Q3 2023 Nov 14, 2023	SELL	$68.05 - $72.66 $40,693 - $43,450	-598 Reduced 1.1%	53,877 $3.69 Million
Q2 2023 Aug 04, 2023	SELL	$63.21 - $70.48 $4,740 - $5,286	-75 Reduced 0.14%	54,475 $3.84 Million
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $458,000 - $511,120	8,000 Added 17.19%	54,550 $3.49 Million
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $50,503 - $62,358	-873 Reduced 1.84%	46,550 $2.69 Million
Q3 2021 Nov 15, 2021	SELL	$72.99 - $79.0 $3,284 - $3,555	-45 Reduced 0.09%	47,423 $3.51 Million
Q2 2021 Aug 16, 2021	SELL	$65.96 - $72.81 $7,651 - $8,445	-116 Reduced 0.24%	47,468 $3.45 Million
Q1 2021 May 17, 2021	BUY	$61.43 - $67.25 $18,429 - $20,175	300 Added 0.63%	47,584 $3.1 Million
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $2.06 Million - $2.34 Million	36,667 Added 345.36%	47,284 $3.02 Million
Q3 2020 Nov 16, 2020	SELL	$52.42 - $62.43 $32,552 - $38,769	-621 Reduced 5.53%	10,617 $2.45 Million
Q2 2020 Aug 13, 2020	SELL	$39.5 - $52.48 $53,246 - $70,743	-1,348 Reduced 10.71%	11,238 $2.33 Million
Q1 2020 May 14, 2020	BUY	$36.14 - $52.65 $75,207 - $109,564	2,081 Added 19.81%	12,586 $2.08 Million
Q2 2019 Aug 13, 2019	BUY	$41.95 - $45.26 $6,292 - $6,789	150 Added 1.45%	10,505 $1.88 Million
Q1 2019 May 14, 2019	BUY	$36.63 - $43.33 $7,509 - $8,882	205 Added 2.02%	10,355 $1.79 Million
Q4 2018 Feb 13, 2019	SELL	$35.15 - $44.43 $632 - $799	-18 Reduced 0.18%	10,150 $1.53 Million
Q3 2018 Nov 13, 2018	BUY	$40.58 - $44.29 $730 - $797	18 Added 0.18%	10,168 $1.8 Million
Q1 2018 May 15, 2018	SELL	$37.4 - $41.49 $88,376 - $98,040	-2,363 Reduced 18.88%	10,150 $1.57 Million
Q3 2017 Nov 13, 2017	BUY	$35.46 - $35.85 $443,710 - $448,591	12,513	12,513 $1.8 Million

Others Institutions Holding IVW

# of Institutions

1,984

Shares Held

429M

Call Options Held

287K

Put Options Held

96.1K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History