Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Evergreen Private Wealth LLC

$214 Billion
Q1 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 123,990 shares of IBDT stock, worth $3.14 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

123,990

Previous 121,721 1.86%

Holding current value

$3.14 Million

Previous $3.03 Billion 3.34%

% of portfolio

1.46%

Previous 1.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$24.79 - $25.26 $56,248 - $57,314	2,269 Added 1.86%	123,990 $3.13 Billion
Q4 2024 Feb 06, 2025	BUY	$24.82 - $25.48 $61,479 - $63,113	2,477 Added 2.08%	121,721 $3.03 Billion
Q3 2024 Oct 31, 2024	BUY	$24.62 - $25.59 $26,909 - $27,969	1,093 Added 0.93%	119,244 $3.04 Billion
Q2 2024 Aug 12, 2024	SELL	$24.4 - $24.86 $24,278 - $24,735	-995 Reduced 0.84%	118,151 $2.93 Billion
Q1 2024 Apr 16, 2024	BUY	$24.69 - $25.14 $421,754 - $429,441	17,082 Added 16.74%	119,146 $2.97 Billion
Q4 2023 Feb 08, 2024	BUY	$23.63 - $25.1 $2.41 Million - $2.56 Million	102,064 New	102,064 $2.56 Billion

Others Institutions Holding IBDT

# of Institutions

354

Shares Held

84.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History