Evergreen Capital Management LLC Ishares Tr Russell 1000 ETF Transaction History

Evergreen Capital Management LLC

$2.75 Billion
Q1 2025

A detailed history of Evergreen Capital Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 867 shares of IWB stock, worth $288,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares

867

Previous 1,255 30.92%

Holding current value

$288,927

Previous $404,000 34.41%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$302.31 - $337.54 $117,296 - $130,965	-388 Reduced 30.92%	867 $265,000
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $58,488 - $63,100	188 Added 17.62%	1,255 $404,000
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $10,481 - $11,632	37 Added 3.59%	1,067 $335,000
Q3 2023 Nov 14, 2023	BUY	$234.05 - $252.17 $46,810 - $50,434	200 Added 24.1%	1,030 $241,000
Q2 2023 Aug 14, 2023	BUY	$221.85 - $243.74 $184,135 - $202,304	830 New	830 $202,000
Q2 2022 Aug 15, 2022	SELL	$201.03 - $253.2 $166,854 - $210,156	-830 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$226.48 - $242.11 $187,978 - $200,951	830 New	830 $201,000
Q3 2018 Nov 13, 2018	SELL	N/A	-1,638 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	1,638	1,638 $243,000

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Evergreen Capital Management LLC Ishares Tr Russell 1000 ETF Transaction History