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

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,631 shares of IVW stock, worth $197,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,631

Previous 1,691 3.55%

Holding current value

$197,416

Previous $186,000 5.38%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$108.97 - $121.65 $6,538 - $7,299	-60 Reduced 3.55%	1,631 $196,000
Q2 2025 Jul 29, 2025	SELL	$82.96 - $110.1 $30,446 - $40,406	-367 Reduced 17.83%	1,691 $186,000
Q1 2025 May 07, 2025	SELL	$92.45 - $106.69 $34,206 - $39,475	-370 Reduced 15.24%	2,058 $191,000
Q4 2024 Jan 23, 2025	BUY	$94.43 - $105.47 $40,604 - $45,352	430 Added 21.52%	2,428 $246,000
Q3 2024 Oct 25, 2024	BUY	$84.77 - $97.13 $31,110 - $35,646	367 Added 22.5%	1,998 $191,000

Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $63,542 - $74,242	872 Added 114.89%	1,631 $137,000
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $328 - $377	5 Added 0.66%	759 $57,000
Q2 2023 Aug 10, 2023	SELL	$63.21 - $70.48 $20,227 - $22,553	-320 Reduced 29.8%	754 $53,000
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $39,731 - $44,339	694 Added 182.63%	1,074 $68,000
Q3 2022 Nov 14, 2022	SELL	$57.85 - $71.43 $46,280 - $57,144	-800 Reduced 67.8%	380 $22,000
Q2 2022 Aug 15, 2022	SELL	$58.13 - $77.8 $49,061 - $65,663	-844 Reduced 41.7%	1,180 $71,000
Q2 2021 Aug 13, 2021	BUY	$65.96 - $72.81 $133,503 - $147,367	2,024 New	2,024 $147,000

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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