Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 124,541 shares of IBDS stock, worth $2.99 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
124,541
Previous 123,215 1.08%
Holding current value
$2.99 Million
Previous $2.92 Billion 3.8%
% of portfolio
1.41%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$23.63 - $24.42 $31,333 - $32,380
1,326 Added 1.08%
124,541 $3.04 Billion
Q2 2024

Aug 12, 2024
SELL
$23.48 - $23.77 $23,386 - $23,674
-996 Reduced 0.8%
123,215 $2.92 Billion
Q1 2024

Apr 16, 2024
BUY
$23.67 - $24.03 $408,733 - $414,950
17,268 Added 16.15%
124,211 $2.96 Billion
Q4 2023

Feb 08, 2024
BUY
$22.84 - $23.94 $2.44 Million - $2.56 Million
106,943 New
106,943 $2.56 Billion

Others Institutions Holding IBDS

# of Institutions
341
Shares Held
83.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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