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

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

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 11,115 shares of IBDW stock, worth $226,301. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,115
Previous 11,050 0.59%
Holding current value
$226,301
Previous $224,000 4.91%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
157
Shares Held
41.6M
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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