Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Evergreen Private Wealth LLC
- $247 Billion
- Q3 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 135,347 shares of IBDR stock, worth $3.21 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
135,347
Previous 136,289
0.69%
Holding current value
$3.21 Million
Previous $3.3 Billion
0.49%
% of portfolio
1.33%
Previous 1.38%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio