Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,492 shares of IBDS stock, worth $277,072. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,492
Previous 11,436 0.49%
Holding current value
$277,072
Previous $271,000 3.32%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
341
Shares Held
83.3M
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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