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 582 shares of ITA stock, worth $119,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares
582
Previous 598 2.68%
Holding current value
$119,857
Previous $112,000 8.04%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$184.73 - $209.26 $2,955 - $3,348
-16 Reduced 2.68%
582 $121,000
Q2 2025

Jul 29, 2025
SELL
$135.31 - $188.64 $9,471 - $13,204
-70 Reduced 10.48%
598 $112,000
Q1 2025

May 07, 2025
SELL
$144.84 - $159.5 $39,831 - $43,862
-275 Reduced 29.16%
668 $102,000
Q2 2024

Aug 01, 2024
SELL
$127.05 - $137.39 $20,328 - $21,982
-160 Reduced 14.51%
943 $124,000
Q1 2023

May 15, 2023
BUY
$108.43 - $117.74 $119,598 - $129,867
1,103 New
1,103 $126,000

Others Institutions Holding ITA

# of Institutions
973
Shares Held
32.4M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

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