Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

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 136,680 shares of IBDS stock, worth $3.32 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

136,680

Previous 129,404 5.62%

Holding current value

$3.32 Million

Previous $3.13 Billion 6.02%

% of portfolio

1.39%

Previous 1.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$23.96 - $24.27 $174,332 - $176,588	7,276 Added 5.62%	136,680 $3.32 Billion
Q1 2025 May 01, 2025	BUY	$23.9 - $24.18 $50,763 - $51,358	2,124 Added 1.67%	129,404 $3.13 Billion
Q4 2024 Feb 06, 2025	BUY	$23.88 - $24.32 $65,407 - $66,612	2,739 Added 2.2%	127,280 $3.05 Billion
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

# of Institutions

414

Shares Held

106M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History