A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 124,541 shares of IBDS stock, worth $2.98 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
124,541
Previous 123,215 1.08%
Holding current value
$2.98 Million
Previous $2.92 Billion 3.8%
% of portfolio
1.41%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$23.63 - $24.42 $31,333 - $32,380
1,326 Added 1.08%
124,541 $3.04 Billion
Q2 2024

Aug 12, 2024

SELL
$23.48 - $23.77 $23,386 - $23,674
-996 Reduced 0.8%
123,215 $2.92 Billion
Q1 2024

Apr 16, 2024

BUY
$23.67 - $24.03 $408,733 - $414,950
17,268 Added 16.15%
124,211 $2.96 Billion
Q4 2023

Feb 08, 2024

BUY
$22.84 - $23.94 $2.44 Million - $2.56 Million
106,943 New
106,943 $2.56 Billion

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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