Evergreen Wealth Solutions, LLC Ishares Tr Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 100,413 shares of IBDV stock, worth $2.14 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

100,413

Previous 94,793 5.93%

Holding current value

$2.14 Million

Previous $2.02 Million 10.47%

% of portfolio

1.52%

Previous 1.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$21.11 - $22.24 $118,638 - $124,988	5,620 Added 5.93%	100,413 $2.23 Million
Q2 2024 Aug 14, 2024	BUY	$20.82 - $21.38 $395,559 - $406,198	18,999 Added 25.07%	94,793 $2.02 Million
Q1 2024 May 15, 2024	BUY	$21.16 - $21.68 $88,110 - $90,275	4,164 Added 5.81%	75,794 $1.62 Million
Q4 2023 Feb 07, 2024	BUY	$19.85 - $21.72 $188,237 - $205,970	9,483 Added 15.26%	71,630 $1.55 Million
Q3 2023 Nov 13, 2023	BUY	$20.34 - $21.26 $118,989 - $124,371	5,850 Added 10.39%	62,147 $1.27 Million
Q2 2023 Aug 11, 2023	BUY	$21.0 - $21.69 $43,365 - $44,789	2,065 Added 3.81%	56,297 $1.19 Million
Q1 2023 May 12, 2023	BUY	$20.69 - $21.78 $1.12 Million - $1.18 Million	54,232 New	54,232 $1.17 Million

Others Institutions Holding IBDV

# of Institutions

195

Shares Held

49.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Evergreen Wealth Solutions, LLC Ishares Tr Transaction History