Evergreen Private Wealth LLC Ishares Ibonds Dec 2025 Term C Transaction History
Evergreen Private Wealth LLC
- $239 Billion
- Q2 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 123 shares of IBDQ stock, worth $3,089. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123
Previous 2,088
94.11%
Holding current value
$3,089
Previous $52.5 Million
94.1%
% of portfolio
0.0%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
437Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio