Evergreen Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History

Evergreen Private Wealth LLC

  • $200 Billion
  • Q1 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 36,277 shares of IBMO stock, worth $918,533. This represents 0.46% of its overall portfolio holdings.

Number of Shares
36,277
Previous 31,597 14.81%
Holding current value
$918,533
Previous $806 Million 14.09%
% of portfolio
0.46%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$25.35 - $25.52 $118,638 - $119,433
4,680 Added 14.81%
36,277 $920 Million
Q4 2023

Feb 08, 2024
BUY
$24.71 - $25.52 $780,761 - $806,355
31,597 New
31,597 $806 Million

Others Institutions Holding IBMO

# of Institutions
162
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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