Evergreen Private Wealth LLC ISHARES TR Transaction History

Evergreen Private Wealth LLC

127,066

Previous 118,815 6.94%

$3.29 Billion

Previous $3.04 Billion 8.39%

1.38%

Previous 1.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	N/A	8,251 Added 6.94%	127,066 $3.29 Billion
Q1 2025 May 01, 2025	BUY	N/A	1,865 Added 1.59%	118,815 $3.04 Billion
Q4 2024 Feb 06, 2025	BUY	N/A	2,508 Added 2.19%	116,950 $2.94 Billion
Q3 2024 Oct 31, 2024	BUY	N/A	1,213 Added 1.07%	114,442 $3.02 Billion
Q2 2024 Aug 12, 2024	SELL	N/A	-892 Reduced 0.78%	113,229 $2.85 Billion
Q1 2024 Apr 16, 2024	BUY	N/A	114,121 New	114,121 $2.91 Billion

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