Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 106,387 shares of IDV stock, worth $4.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

106,387

Previous 111,471 4.56%

Holding current value

$4.07 Million

Previous $3.85 Million 1.09%

% of portfolio

0.45%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$34.54 - $37.28 $175,601 - $189,531	-5,084 Reduced 4.56%	106,387 $3.89 Million
Q2 2025 Jul 29, 2025	SELL	$27.79 - $34.84 $27,345 - $34,282	-984 Reduced 0.88%	111,471 $3.85 Million
Q1 2025 May 07, 2025	SELL	$27.0 - $31.7 $697,464 - $818,874	-25,832 Reduced 18.68%	112,455 $3.49 Million
Q4 2024 Jan 23, 2025	SELL	$27.03 - $29.92 $10,298 - $11,399	-381 Reduced 0.27%	138,287 $3.79 Million
Q3 2024 Oct 25, 2024	SELL	$27.62 - $30.64 $166,520 - $184,728	-6,029 Reduced 4.17%	138,668 $4.19 Million

Q2 2024 Aug 01, 2024	SELL	$26.94 - $30.1 $1,804 - $2,016	-67 Reduced 0.05%	144,697 $4 Million
Q1 2024 May 13, 2024	BUY	$26.95 - $28.13 $3.9 Million - $4.07 Million	144,764 New	144,764 $4.06 Million

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Account

Evermay Wealth Management LLC Ishares Tr Transaction History