Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $145 Million
  • Q1 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 82,260 shares of IBDX stock, worth $2.08 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
82,260
Previous 88,431 6.98%
Holding current value
$2.08 Million
Previous $2.17 Million 5.43%
% of portfolio
1.41%
Previous 1.52%

Shares

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

May 14, 2025
SELL
$24.21 - $25.09 $149,399 - $154,830
-6,171 Reduced 6.98%
82,260 $2.06 Million
Q4 2024

Feb 14, 2025
BUY
$24.5 - $25.72 $1.9 Million - $2 Million
77,597 Added 716.24%
88,431 $2.17 Million
Q3 2024

Nov 14, 2024
BUY
$24.34 - $25.83 $10,052 - $10,667
413 Added 3.96%
10,834 $278,000
Q2 2024

Aug 14, 2024
BUY
$24.0 - $24.77 $250,104 - $258,128
10,421 New
10,421 $255,000

Others Institutions Holding IBDX

# of Institutions
156
Shares Held
35.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
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