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 $2.16 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

100,413

Previous 94,793 5.93%

Holding current value

$2.16 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

194

Shares Held

49.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Account

Evergreen Wealth Solutions, LLC Ishares Tr Transaction History