Evergreen Capital Management LLC Ihares Core 1 5 Years Usd Bond Transaction History

Evergreen Capital Management LLC

$2.75 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$51.33 - $51.65 $206,038 - $207,323	-4,014 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$51.36 - $51.69 $206,159 - $207,483	4,014 New	4,014 $207,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

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