Evermay Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,000 shares of IWP stock, worth $125,420. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$125,420
Previous $117,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,222Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.27 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.41 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$913 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$654 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$569 Million0.55% of portfolio