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 78,711 shares of IBDP stock, worth $1.98 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
78,711
Previous 68,060 15.65%
Holding current value
$1.98 Million
Previous $1.7 Million 16.08%
% of portfolio
1.41%
Previous 1.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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