Evergreen Wealth Solutions, LLC Ishares Tr Ibonds December 202 Transaction History

Evergreen Wealth Solutions, LLC

  • $140 Million
  • Q2 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 22,608 shares of IBMO stock, worth $579,895. This represents 0.41% of its overall portfolio holdings.

Number of Shares
22,608
Previous 19,719 14.65%
Holding current value
$579,895
Previous $499,000 14.63%
% of portfolio
0.41%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$25.16 - $25.33 $72,687 - $73,178
2,889 Added 14.65%
22,608 $572,000
Q1 2024

May 15, 2024
BUY
$25.35 - $25.52 $40,762 - $41,036
1,608 Added 8.88%
19,719 $499,000
Q4 2023

Feb 07, 2024
SELL
$24.71 - $25.52 $22,016 - $22,738
-891 Reduced 4.69%
18,111 $462,000
Q3 2023

Nov 13, 2023
SELL
$24.76 - $25.26 $48,257 - $49,231
-1,949 Reduced 9.3%
19,002 $471,000
Q2 2023

Aug 11, 2023
BUY
$24.96 - $25.63 $24,336 - $24,989
975 Added 4.88%
20,951 $527,000
Q1 2023

May 12, 2023
BUY
$24.99 - $25.64 $499,200 - $512,184
19,976 New
19,976 $510,000

Others Institutions Holding IBMO

# of Institutions
165
Shares Held
17.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email