Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 88,478 shares of IBDT stock, worth $2.2 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

88,478

Previous 83,563 5.88%

Holding current value

$2.2 Million

Previous $2.07 Million 9.13%

% of portfolio

1.54%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$24.62 - $25.59 $121,007 - $125,774	4,915 Added 5.88%	88,478 $2.26 Million
Q2 2024 Aug 14, 2024	BUY	$24.4 - $24.86 $394,499 - $401,936	16,168 Added 23.99%	83,563 $2.07 Million
Q1 2024 May 15, 2024	BUY	$24.69 - $25.14 $88,711 - $90,328	3,593 Added 5.63%	67,395 $1.68 Million
Q4 2023 Feb 07, 2024	BUY	$23.63 - $25.1 $224,721 - $238,701	9,510 Added 17.52%	63,802 $1.6 Million
Q3 2023 Nov 13, 2023	BUY	$23.94 - $24.67 $129,754 - $133,711	5,420 Added 11.09%	54,292 $1.3 Million
Q2 2023 Aug 11, 2023	BUY	$24.43 - $25.1 $42,166 - $43,322	1,726 Added 3.66%	48,872 $1.2 Million
Q1 2023 May 12, 2023	BUY	$24.16 - $25.2 $1.14 Million - $1.19 Million	47,146 New	47,146 $1.18 Million

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History