Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 93,342 shares of IBDR stock, worth $2.22 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

93,342

Previous 85,397 9.3%

Holding current value

$2.22 Million

Previous $2.03 Million 8.95%

% of portfolio

1.51%

Previous 1.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$23.75 - $23.75 $188,693 - $188,693	7,945 Added 9.3%	93,342 $2.22 Million
Q2 2024 Aug 14, 2024	BUY	$23.65 - $23.82 $385,282 - $388,051	16,291 Added 23.57%	85,397 $2.03 Million
Q1 2024 May 15, 2024	BUY	$23.76 - $23.98 $108,915 - $109,924	4,584 Added 7.1%	69,106 $1.65 Million
Q4 2023 Feb 07, 2024	BUY	$23.15 - $23.9 $174,064 - $179,704	7,519 Added 13.19%	64,522 $1.54 Million
Q3 2023 Nov 13, 2023	BUY	$23.28 - $23.6 $130,554 - $132,348	5,608 Added 10.91%	57,003 $1.33 Million
Q2 2023 Aug 11, 2023	BUY	$23.42 - $23.83 $43,233 - $43,990	1,846 Added 3.73%	51,395 $1.21 Million
Q1 2023 May 12, 2023	BUY	$23.14 - $23.86 $1.15 Million - $1.18 Million	49,549 New	49,549 $1.18 Million

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History