Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 17,958 shares of IBDS stock, worth $434,763. This represents 0.3% of its overall portfolio holdings.

Number of Shares
17,958
Previous 12,958 38.59%
Holding current value
$434,763
Previous $310,000 40.0%
% of portfolio
0.3%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.9 - $24.18 $119,500 - $120,900
5,000 Added 38.59%
17,958 $434,000
Q4 2024

Feb 14, 2025
BUY
$23.88 - $24.32 $35,008 - $35,653
1,466 Added 12.76%
12,958 $310,000
Q3 2024

Nov 14, 2024
BUY
$23.63 - $24.42 $1,323 - $1,367
56 Added 0.49%
11,492 $280,000
Q2 2024

Aug 14, 2024
BUY
$23.48 - $23.77 $38,906 - $39,386
1,657 Added 16.94%
11,436 $271,000
Q1 2024

May 15, 2024
BUY
$23.67 - $24.03 $231,468 - $234,989
9,779 New
9,779 $232,000

Others Institutions Holding IBDS

# of Institutions
398
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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