Evergreen Private Wealth LLC ISHARES TR Transaction History

Evergreen Private Wealth LLC

  • $247 Billion
  • Q3 2025
Number of Shares
125,759
Previous 127,066 1.03%
Holding current value
$3.3 Billion
Previous $3.29 Billion 0.21%
% of portfolio
1.34%
Previous 1.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-1,307 Reduced 1.03%
125,759 $3.3 Billion
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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