Evergreen Wealth Solutions, LLC Ishares Tr Transaction History

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 93,271 shares of IBDV stock, worth $2.05 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
93,271
Previous 104,361 10.63%
Holding current value
$2.05 Million
Previous $2.23 Million 9.15%
% of portfolio
1.39%
Previous 1.56%

Shares

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

May 14, 2025
SELL
$21.11 - $21.73 $234,109 - $240,985
-11,090 Reduced 10.63%
93,271 $2.03 Million
Q4 2024

Feb 14, 2025
BUY
$21.24 - $22.15 $83,855 - $87,448
3,948 Added 3.93%
104,361 $2.23 Million
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
233
Shares Held
68.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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