Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 19,612 shares of IBMM stock, worth $512,069. This represents 0.35% of its overall portfolio holdings.

Number of Shares

19,612

Previous 22,129 11.37%

Holding current value

$512,069

Previous $576,000 11.28%

% of portfolio

0.35%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$25.97 - $26.11 $65,366 - $65,718	-2,517 Reduced 11.37%	19,612 $511,000
Q2 2024 Aug 14, 2024	BUY	$25.91 - $26.05 $68,169 - $68,537	2,631 Added 13.49%	22,129 $576,000
Q1 2024 May 15, 2024	BUY	$25.9 - $25.98 $5,180 - $5,196	200 Added 1.04%	19,498 $505,000
Q4 2023 Feb 07, 2024	BUY	$25.65 - $25.93 $21,622 - $21,858	843 Added 4.57%	19,298 $500,000
Q3 2023 Nov 13, 2023	SELL	$25.67 - $25.78 $58,963 - $59,216	-2,297 Reduced 11.07%	18,455 $474,000
Q2 2023 Aug 11, 2023	BUY	$25.61 - $25.89 $24,841 - $25,113	970 Added 4.9%	20,752 $534,000
Q1 2023 May 12, 2023	BUY	$25.61 - $25.94 $506,617 - $513,145	19,782 New	19,782 $512,000

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History