Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 46,114 shares of IBDQ stock, worth $1.16 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
46,114
Previous 20,589 123.97%
Holding current value
$1.16 Million
Previous $516,000 123.84%
% of portfolio
0.81%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.0 - $25.11 $638,125 - $640,932
25,525 Added 123.97%
46,114 $1.16 Million
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $149,026 - $151,011
6,014 Added 41.26%
20,589 $516,000
Q2 2024

Aug 14, 2024
BUY
$24.69 - $24.86 $112,956 - $113,734
4,575 Added 45.75%
14,575 $362,000
Q1 2024

May 15, 2024
BUY
$24.7 - $24.84 $247,000 - $248,400
10,000 New
10,000 $248,000

Others Institutions Holding IBDQ

# of Institutions
419
Shares Held
94.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
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