Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 89,374 shares of IBDP stock, worth $2.25 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

89,374

Previous 78,711 13.55%

Holding current value

$2.25 Million

Previous $1.98 Million 13.9%

% of portfolio

1.54%

Previous 1.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.04 - $25.21 $267,001 - $268,814	10,663 Added 13.55%	89,374 $2.25 Million
Q2 2024 Aug 14, 2024	BUY	$24.98 - $25.13 $266,061 - $267,659	10,651 Added 15.65%	78,711 $1.98 Million
Q1 2024 May 15, 2024	BUY	$24.89 - $25.05 $140,777 - $141,682	5,656 Added 9.06%	68,060 $1.7 Million
Q4 2023 Feb 07, 2024	BUY	$24.66 - $24.91 $178,735 - $180,547	7,248 Added 13.14%	62,404 $1.55 Million
Q3 2023 Nov 13, 2023	BUY	$24.53 - $24.74 $139,256 - $140,448	5,677 Added 11.47%	55,156 $1.36 Million
Q2 2023 Aug 11, 2023	BUY	$24.51 - $24.65 $46,716 - $46,982	1,906 Added 4.01%	49,479 $1.22 Million
Q1 2023 May 12, 2023	BUY	$24.39 - $24.64 $1.16 Million - $1.17 Million	47,573 New	47,573 $1.17 Million

Others Institutions Holding IBDP

# of Institutions

366

Shares Held

67.2M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2024 TERM C

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Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2024 Term C Transaction History