Evergreen Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

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 44,590 shares of IBMO stock, worth $1.14 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

44,590

Previous 45,029 0.97%

Holding current value

$1.14 Million

Previous $1.15 Billion 0.73%

% of portfolio

0.48%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$25.32 - $25.63 $11,115 - $11,251	-439 Reduced 0.97%	44,590 $1.14 Billion
Q1 2025 May 01, 2025	BUY	$25.45 - $25.6 $23,057 - $23,193	906 Added 2.05%	45,029 $1.15 Billion
Q4 2024 Feb 06, 2025	BUY	$25.4 - $25.62 $182,118 - $183,695	7,170 Added 19.4%	44,123 $1.12 Billion
Q3 2024 Oct 31, 2024	BUY	$25.26 - $25.66 $14,827 - $15,062	587 Added 1.61%	36,953 $948 Million
Q2 2024 Aug 12, 2024	BUY	$25.16 - $25.33 $2,239 - $2,254	89 Added 0.25%	36,366 $921 Million
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

197

Shares Held

18.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Evergreen Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History