ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 1,760 Value ($000) $210 Avg Close — Range —
Q3 2025
Shares 1,760 Value ($000) $210 Avg Close — Range —
Q2 2025
Shares 1,760 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 1,760 Value ($000) $208 Avg Close — Range —
Q4 2024
Shares 1,760 Value ($000) $203 Avg Close — Range —
Q3 2024
Shares 1,760 Value ($000) $211 Avg Close — Range —
Q2 2024
Shares 1,760 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 1,760 Value ($000) $204 Avg Close — Range —
Q4 2023
Shares 1,760 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 1,760 Value ($000) $203 Avg Close — Range —
Q1 2023
Shares 2,451 Value ($000) $288 Avg Close — Range —
Q4 2022
Shares 2,451 Value ($000) $282 Avg Close — Range —
Q3 2022
Shares 2,206 Value ($000) $252 Avg Close — Range —
Q4 2021
Shares 1,722 Value ($000) $222 Avg Close — Range —
Q3 2021
Shares 1,752 Value ($000) $228 Avg Close — Range —
Q2 2021
Shares 2,867 Value ($000) $374 Avg Close — Range —
Q1 2021
Shares 2,867 Value ($000) $372 Avg Close — Range —
Q4 2020
Shares 2,859 Value ($000) $380 Avg Close — Range —
Q3 2020
Shares 2,859 Value ($000) $382 Avg Close — Range —
Q2 2020
Shares 2,765 Value ($000) $370 Avg Close — Range —
Q1 2020
Shares 2,765 Value ($000) $369 Avg Close — Range —
Q4 2019
Shares 2,765 Value ($000) $348 Avg Close — Range —
Q3 2019
Shares 2,630 Value ($000) $333 Avg Close — Range —
Q2 2019
Shares 2,868 Value ($000) $361 Avg Close — Range —
Q1 2019
Shares 2,615 Value ($000) $322 Avg Close — Range —
Q4 2018
Shares 2,230 Value ($000) $271 Avg Close — Range —
Q3 2018
Shares 2,230 Value ($000) $266 Avg Close — Range —
Q2 2018
Shares 3,290 Value ($000) $395 Avg Close — Range —
Q1 2018
Shares 3,145 Value ($000) $379 Avg Close — Range —
Q4 2017
Shares 3,145 Value ($000) $384 Avg Close — Range —
Q3 2017
Shares 3,130 Value ($000) $387 Avg Close — Range —
Q2 2017
Shares 2,920 Value ($000) $361 Avg Close — Range —
Q1 2017
Shares 2,920 Value ($000) $359 Avg Close — Range —
Q4 2016
Shares 2,920 Value ($000) $358 Avg Close — Range —
Q3 2016
Shares 2,905 Value ($000) $368 Avg Close — Range —
Q2 2016
Shares 2,905 Value ($000) $370 Avg Close — Range —
Q1 2016
Shares 2,865 Value ($000) $361 Avg Close — Range —
Q4 2015
Shares 2,880 Value ($000) $353 Avg Close — Range —
Q3 2015
Shares 4,205 Value ($000) $524 Avg Close — Range —
Q2 2015
Shares 4,205 Value ($000) $517 Avg Close — Range —
Q1 2015
Shares 2,580 Value ($000) $321 Avg Close — Range —
Q4 2014
Shares 1,905 Value ($000) $233 Avg Close — Range —
Q3 2014
Shares 4,580 Value ($000) $556 Avg Close — Range —
Q2 2014
Shares 6,713 Value ($000) $817 Avg Close — Range —
Q1 2014
Shares 2,605 Value ($000) $314 Avg Close — Range —
Q4 2013
Shares 3,895 Value ($000) $468 Avg Close — Range —
Q3 2013
Shares 3,770 Value ($000) $458 Avg Close — Range —
Q2 2013
Shares 3,295 Value ($000) $398 Avg Close — Range —