Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Evergreen Private Wealth LLC
- $200 Billion
- Q1 2024
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 123,771 shares of IBDR stock, worth $2.95 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
123,771
Previous 107,330
15.32%
Holding current value
$2.95 Million
Previous $2.57 Billion
15.08%
% of portfolio
1.48%
Previous 1.38%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
339Shares Held
78MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.4MShares$176 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.91MShares$117 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.11MShares$74.1 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.5 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.04MShares$48.7 Million0.14% of portfolio