Evergreen Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 36,953 shares of IBMO stock, worth $940,453. This represents 0.44% of its overall portfolio holdings.

Number of Shares
36,953
Previous 36,366 1.61%
Holding current value
$940,453
Previous $921 Million 2.96%
% of portfolio
0.44%
Previous 0.45%

Shares

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

Oct 31, 2024
BUY
$25.26 - $25.66 $14,827 - $15,062
587 Added 1.61%
36,953 $948 Million
Q2 2024

Aug 12, 2024
BUY
$25.16 - $25.33 $2,239 - $2,254
89 Added 0.25%
36,366 $921 Million
Q1 2024

Apr 16, 2024
BUY
$25.35 - $25.52 $118,638 - $119,433
4,680 Added 14.81%
36,277 $920 Million
Q4 2023

Feb 08, 2024
BUY
$24.71 - $25.52 $780,761 - $806,355
31,597 New
31,597 $806 Million

Others Institutions Holding IBMO

# of Institutions
170
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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