ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 14,537 Value ($000) $1,768 Avg Close Range
Q3 2025
Shares 14,764 Value ($000) $1,808 Avg Close Range
Q2 2025
Shares 16,322 Value ($000) $1,912 Avg Close Range
Q1 2025
Shares 13,094 Value ($000) $1,586 Avg Close Range
Q4 2024
Shares 13,339 Value ($000) $1,497 Avg Close Range
Q3 2024
Shares 13,571 Value ($000) $1,596 Avg Close Range
Q2 2024
Shares 13,771 Value ($000) $1,497 Avg Close Range
Q1 2024
Shares 14,261 Value ($000) $1,572 Avg Close Range
Q4 2023
Shares 15,076 Value ($000) $1,538 Avg Close Range
Q3 2023
Shares 22,568 Value ($000) $2,232 Avg Close Range
Q2 2023
Shares 23,033 Value ($000) $2,321 Avg Close Range
Q1 2023
Shares 36,556 Value ($000) $3,716 Avg Close Range
Q4 2022
Shares 40,656 Value ($000) $4,238 Avg Close Range
Q3 2022
Shares 45,147 Value ($000) $4,121 Avg Close Range
Q2 2022
Shares 39,024 Value ($000) $3,919 Avg Close Range
Q1 2022
Shares 30,072 Value ($000) $3,215 Avg Close Range
Q4 2021
Shares 30,072 Value ($000) $3,037 Avg Close Range
Q3 2021
Shares 30,222 Value ($000) $2,849 Avg Close Range
Q2 2021
Shares 33,972 Value ($000) $3,280 Avg Close Range
Q1 2021
Shares 35,172 Value ($000) $3,337 Avg Close Range
Q4 2020
Shares 23,727 Value ($000) $2,081 Avg Close Range
Q3 2020
Shares 21,207 Value ($000) $1,707 Avg Close Range
Q2 2020
Shares 23,021 Value ($000) $1,868 Avg Close Range
Q1 2020
Shares 13,471 Value ($000) $964 Avg Close Range
Q4 2019
Shares 4,226 Value ($000) $415 Avg Close Range
Q3 2019
Shares 4,226 Value ($000) $398 Avg Close Range
Q2 2019
Shares 3,319 Value ($000) $313 Avg Close Range
Q1 2019
Shares 2,834 Value ($000) $264 Avg Close Range
Q4 2018
Shares 2,584 Value ($000) $218 Avg Close Range
Q3 2016
Shares 16,600 Value ($000) $1,349 Avg Close Range
Q2 2016
Shares 16,600 Value ($000) $1,364 Avg Close Range
Q1 2016
Shares 33,432 Value ($000) $2,608 Avg Close Range
Q4 2015
Shares 33,432 Value ($000) $2,454 Avg Close Range
Q3 2015
Shares 33,432 Value ($000) $2,326 Avg Close Range
Q2 2015
Shares 33,432 Value ($000) $2,460 Avg Close Range
Q1 2015
Shares 33,432 Value ($000) $2,508 Avg Close Range
Q3 2014
Shares 33,432 Value ($000) $2,515 Avg Close Range
Q2 2014
Shares 37,400 Value ($000) $2,819 Avg Close Range
Q1 2014
Shares 43,550 Value ($000) $3,112 Avg Close Range
Q4 2013
Shares 43,550 Value ($000) $3,059 Avg Close Range
Q3 2013
Shares 43,550 Value ($000) $2,886 Avg Close Range
Q2 2013
Shares 51,885 Value ($000) $3,442 Avg Close Range