Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Evergreen Wealth Solutions, LLC

$145 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$25.06 - $25.59 $198,400 - $202,596	-7,917 Reduced 43.2%	10,411 $262,000
Q3 2024 Nov 14, 2024	SELL	$24.91 - $25.63 $65,139 - $67,022	-2,615 Reduced 12.49%	18,328 $469,000
Q2 2024 Aug 14, 2024	BUY	$24.81 - $25.19 $74,752 - $75,897	3,013 Added 16.8%	20,943 $523,000
Q1 2024 May 15, 2024	BUY	$25.27 - $25.61 $10,891 - $11,037	431 Added 2.46%	17,930 $453,000
Q4 2023 Feb 07, 2024	BUY	$24.26 - $25.61 $24,308 - $25,661	1,002 Added 6.07%	17,499 $447,000
Q3 2023 Nov 13, 2023	SELL	$24.41 - $25.28 $100,447 - $104,027	-4,115 Reduced 19.96%	16,497 $402,000
Q2 2023 Aug 11, 2023	BUY	$24.9 - $25.77 $25,273 - $26,156	1,015 Added 5.18%	20,612 $518,000
Q1 2023 May 12, 2023	BUY	$24.96 - $25.8 $489,141 - $505,602	19,597 New	19,597 $502,000

Others Institutions Holding IBMQ

# of Institutions

151

Shares Held

16M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.93M
Shares

$48.7 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

862K
Shares

$21.8 Million
0.35% of portfolio
Envestnet Asset Management Inc

804K
Shares

$20.3 Million
0.01% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19 Million
0.54% of portfolio
Mercer Global Advisors Inc Denver, CO

753K
Shares

$19 Million
0.04% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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