Evercore Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,932 shares of IWO stock, worth $571,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,932
Previous 1,932 -0.0%
Holding current value
$571,968
Previous $507,000 8.09%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$245.29 - $268.7 $1,962 - $2,149
-8 Reduced 0.41%
1,932 $507,000
Q1 2024

May 15, 2024
SELL
$239.5 - $270.8 $194,234 - $219,618
-811 Reduced 29.48%
1,940 $525,000
Q4 2023

Feb 14, 2024
BUY
$204.07 - $257.57 $124,278 - $156,860
609 Added 28.43%
2,751 $693,000
Q3 2023

Nov 14, 2023
BUY
$221.24 - $254.04 $261,726 - $300,529
1,183 Added 123.36%
2,142 $480,000
Q1 2023

May 15, 2023
SELL
$212.51 - $245.01 $7,012 - $8,085
-33 Reduced 3.33%
959 $217,000
Q4 2022

Feb 14, 2023
SELL
$205.84 - $231.03 $12,144 - $13,630
-59 Reduced 5.61%
992 $212,000
Q2 2022

Aug 15, 2022
SELL
$194.2 - $261.13 $6,408 - $8,617
-33 Reduced 3.04%
1,051 $217,000
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $45,883 - $58,149
-196 Reduced 15.31%
1,084 $277,000
Q2 2021

Aug 16, 2021
SELL
$278.74 - $313.3 $18,675 - $20,991
-67 Reduced 4.97%
1,280 $399,000
Q1 2021

May 17, 2021
SELL
$282.5 - $336.63 $28,250 - $33,663
-100 Reduced 6.91%
1,347 $405,000
Q3 2020

Nov 16, 2020
SELL
$203.91 - $230.98 $3,058 - $3,464
-15 Reduced 1.03%
1,447 $320,000
Q2 2020

Aug 13, 2020
SELL
$145.61 - $213.67 $44,265 - $64,955
-304 Reduced 17.21%
1,462 $303,000
Q1 2020

May 14, 2020
SELL
$135.58 - $225.25 $45,554 - $75,684
-336 Reduced 15.98%
1,766 $280,000
Q4 2019

Feb 13, 2020
BUY
$186.63 - $216.19 $84,170 - $97,501
451 Added 27.32%
2,102 $450,000
Q3 2019

Nov 14, 2019
BUY
$189.94 - $205.08 $26,781 - $28,916
141 Added 9.34%
1,651 $318,000
Q2 2019

Aug 13, 2019
SELL
$187.22 - $206.14 $82,376 - $90,701
-440 Reduced 22.56%
1,510 $303,000
Q1 2019

May 14, 2019
BUY
$164.26 - $202.05 $82,130 - $101,025
500 Added 34.48%
1,950 $384,000
Q3 2018

Nov 13, 2018
BUY
$204.76 - $220.33 $296,902 - $319,478
1,450 New
1,450 $313,000
Q1 2018

May 15, 2018
SELL
$179.86 - $200.59 $140,470 - $156,660
-781 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
$173.97 - $178.96 $135,870 - $139,767
781
781 $140,000

Others Institutions Holding IWO

# of Institutions
1,116
Shares Held
34.3M
Call Options Held
180K
Put Options Held
64.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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