Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 18,585 shares of IBDU stock, worth $426,897. This represents 0.3% of its overall portfolio holdings.

Number of Shares
18,585
Previous 13,072 42.17%
Holding current value
$426,897
Previous $307,000 37.79%
% of portfolio
0.3%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.71 - $23.47 $125,200 - $129,390
5,513 Added 42.17%
18,585 $423,000
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $45,425 - $47,564
2,018 Added 18.26%
13,072 $307,000
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $38,740 - $39,574
1,738 Added 18.66%
11,054 $250,000
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $210,634 - $215,199
9,316 New
9,316 $212,000

Others Institutions Holding IBDU

# of Institutions
267
Shares Held
80.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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