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 43,237 shares of IBMQ stock, worth $1.09 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

43,237

Previous 40,794 5.99%

Holding current value

$1.09 Million

Previous $1.03 Billion 6.45%

% of portfolio

0.51%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$25.08 - $25.39 $61,270 - $62,027	2,443 Added 5.99%	43,237 $1.09 Billion
Q4 2024 Feb 06, 2025	BUY	$25.06 - $25.59 $104,174 - $106,377	4,157 Added 11.35%	40,794 $1.03 Billion
Q3 2024 Oct 31, 2024	SELL	$24.91 - $25.63 $17,113 - $17,607	-687 Reduced 1.84%	36,637 $939 Million
Q2 2024 Aug 12, 2024	BUY	$24.81 - $25.19 $21,162 - $21,487	853 Added 2.34%	37,324 $934 Million
Q1 2024 Apr 16, 2024	BUY	$25.27 - $25.61 $168,525 - $170,793	6,669 Added 22.38%	36,471 $922 Million
Q4 2023 Feb 08, 2024	BUY	$24.26 - $25.61 $722,996 - $763,229	29,802 New	29,802 $763 Million

Others Institutions Holding IBMQ

# of Institutions

148

Shares Held

15.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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