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 10,834 shares of IBDX stock, worth $266,299. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,834
Previous 10,421 3.96%
Holding current value
$266,299
Previous $255,000 9.02%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2032 TER


  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

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.