Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 14,950 shares of IBDW stock, worth $319,033. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,950
Previous 17,975 16.83%
Holding current value
$319,033
Previous $372,000 15.59%
% of portfolio
0.2%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$20.23 - $21.04 $61,195 - $63,646
-3,025 Reduced 16.83%
14,950 $314,000
Q4 2024

Feb 14, 2025
BUY
$20.28 - $21.2 $139,120 - $145,432
6,860 Added 61.72%
17,975 $365,000
Q3 2024

Nov 14, 2024
BUY
$20.12 - $21.28 $1,307 - $1,383
65 Added 0.59%
11,115 $235,000
Q2 2024

Aug 14, 2024
BUY
$19.84 - $20.44 $219,232 - $225,862
11,050 New
11,050 $224,000

Others Institutions Holding IBDW

# of Institutions
232
Shares Held
64.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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