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

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

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 81,086 shares of IBDR stock, worth $1.93 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
81,086
Previous 86,491 6.25%
Holding current value
$1.93 Million
Previous $2.05 Million 6.28%
% of portfolio
1.2%
Previous 1.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-5,405 Reduced 6.25%
81,086 $1.93 Million
Q1 2025

May 14, 2025
SELL
N/A
-10,874 Reduced 11.17%
86,491 $2.05 Million
Q4 2024

Feb 14, 2025
BUY
N/A
4,023 Added 4.31%
97,365 $2.31 Million
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
457
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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