Evergreen Wealth Solutions, LLC Ishares Tr Transaction History

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 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 75,794 shares of IBDV stock, worth $1.61 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
75,794
Previous 71,630 5.81%
Holding current value
$1.61 Million
Previous $1.55 Million 4.58%
% of portfolio
1.2%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
152
Shares Held
31.4M
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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