ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q2 2024
Shares 7,105 Value ($000) $806 Avg Close — Range —
Q1 2024
Shares 7,605 Value ($000) $900 Avg Close — Range —
Q4 2023
Shares 8,237 Value ($000) $939 Avg Close — Range —
Q3 2023
Shares 12,237 Value ($000) $1,235 Avg Close — Range —
Q2 2023
Shares 12,237 Value ($000) $1,311 Avg Close — Range —
Q1 2023
Shares 12,237 Value ($000) $1,258 Avg Close — Range —
Q4 2022
Shares 12,476 Value ($000) $1,258 Avg Close — Range —
Q3 2022
Shares 12,476 Value ($000) $1,123 Avg Close — Range —
Q2 2022
Shares 12,537 Value ($000) $1,184 Avg Close — Range —
Q1 2022
Shares 12,749 Value ($000) $1,398 Avg Close — Range —
Q4 2021
Shares 12,976 Value ($000) $1,436 Avg Close — Range —
Q3 2021
Shares 13,756 Value ($000) $1,417 Avg Close — Range —
Q2 2021
Shares 13,756 Value ($000) $1,449 Avg Close — Range —
Q1 2021
Shares 13,756 Value ($000) $1,403 Avg Close — Range —
Q4 2020
Shares 14,072 Value ($000) $1,214 Avg Close — Range —
Q3 2020
Shares 7,036 Value ($000) $949 Avg Close — Range —
Q2 2020
Shares 7,549 Value ($000) $1,004 Avg Close — Range —
Q1 2020
Shares 7,549 Value ($000) $829 Avg Close — Range —
Q4 2019
Shares 7,579 Value ($000) $1,294 Avg Close — Range —
Q4 2017
Shares 548 Value ($000) $87 Avg Close — Range —
Q3 2017
Shares 548 Value ($000) $84 Avg Close — Range —
Q2 2017
Shares 548 Value ($000) $81 Avg Close — Range —
Q1 2017
Shares 548 Value ($000) $81 Avg Close — Range —
Q4 2016
Shares 390 Value ($000) $57 Avg Close — Range —
Q3 2016
Shares 390 Value ($000) $52 Avg Close — Range —
Q2 2016
Shares 390 Value ($000) $50 Avg Close — Range —
Q1 2016
Shares 390 Value ($000) $48 Avg Close — Range —
Q4 2015
Shares 2,071 Value ($000) $243 Avg Close — Range —
Q3 2015
Shares 1,892 Value ($000) $218 Avg Close — Range —
Q2 2015
Shares 1,892 Value ($000) $244 Avg Close — Range —
Q1 2015
Shares 1,892 Value ($000) $248 Avg Close — Range —
Q3 2014
Shares 1,892 Value ($000) $228 Avg Close — Range —
Q2 2014
Shares 2,022 Value ($000) $256 Avg Close — Range —
Q1 2014
Shares 2,022 Value ($000) $244 Avg Close — Range —
Q4 2013
Shares 2,022 Value ($000) $235 Avg Close — Range —
Q3 2013
Shares 2,022 Value ($000) $218 Avg Close — Range —
Q2 2013
Shares 2,022 Value ($000) $205 Avg Close — Range —