Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,385 shares of IEFA stock, worth $175,392. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,385
Previous 2,168 10.01%
Holding current value
$175,392
Previous $169,000 1.18%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$70.06 - $77.43 $15,203 - $16,802
217 Added 10.01%
2,385 $167,000
Q2 2024

Aug 01, 2024
BUY
$70.77 - $76.19 $29,935 - $32,228
423 Added 24.24%
2,168 $157,000
Q1 2024

May 13, 2024
SELL
$68.14 - $74.43 $2,316 - $2,530
-34 Reduced 1.91%
1,745 $129,000
Q4 2023

Feb 09, 2024
BUY
$61.3 - $70.47 $7,110 - $8,174
116 Added 6.98%
1,779 $125,000
Q1 2023

May 15, 2023
BUY
$62.17 - $67.7 $621 - $677
10 Added 0.6%
1,663 $111,000
Q4 2022

Jan 19, 2023
BUY
$52.35 - $63.65 $42,037 - $51,110
803 Added 94.47%
1,653 $0
Q3 2022

Nov 14, 2022
BUY
$52.32 - $63.1 $44,472 - $53,635
850 New
850 $45,000

Others Institutions Holding IEFA

# of Institutions
2,027
Shares Held
1.43B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

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