Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 136,289 shares of IBDR stock, worth $3.24 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
136,289
Previous 128,318 6.21%
Holding current value
$3.24 Million
Previous $3.11 Billion 6.39%
% of portfolio
1.38%
Previous 1.45%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
7,971 Added 6.21%
136,289 $3.3 Billion
Q1 2025

May 01, 2025
BUY
N/A
1,963 Added 1.55%
128,318 $3.11 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
2,552 Added 2.06%
126,355 $3.04 Billion
Q3 2024

Oct 31, 2024
BUY
$23.75 - $23.75 $29,663 - $29,663
1,249 Added 1.02%
123,803 $3.01 Billion
Q2 2024

Aug 12, 2024
SELL
$23.65 - $23.82 $28,782 - $28,988
-1,217 Reduced 0.98%
122,554 $2.92 Billion
Q1 2024

Apr 16, 2024
BUY
$23.76 - $23.98 $390,638 - $394,255
16,441 Added 15.32%
123,771 $2.95 Billion
Q4 2023

Feb 08, 2024
BUY
$23.15 - $23.9 $2.48 Million - $2.57 Million
107,330 New
107,330 $2.57 Billion

Others Institutions Holding IBDR

# of Institutions
438
Shares Held
106M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth 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 Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email