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 1,067 shares of IWB stock, worth $350,936. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,067
Previous 1,030 3.59%
Holding current value
$350,936
Previous $306,000 9.48%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.