Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 82,102 shares of IBDT stock, worth $2.08 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
82,102
Previous 92,300 11.05%
Holding current value
$2.08 Million
Previous $2.3 Million 9.79%
% of portfolio
1.42%
Previous 1.61%

Shares

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

May 14, 2025
SELL
$24.79 - $25.26 $252,808 - $257,601
-10,198 Reduced 11.05%
82,102 $2.07 Million
Q4 2024

Feb 14, 2025
BUY
$24.82 - $25.48 $94,862 - $97,384
3,822 Added 4.32%
92,300 $2.3 Million
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
370
Shares Held
87M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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