Evergreen Wealth Solutions, LLC Ishares Trust Ishares Msci Glo Transaction History

Evergreen Wealth Solutions, LLC

$145 Million
Q1 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,450 shares of SDG stock, worth $596,223. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,450

Previous 7,410 0.54%

Holding current value

$596,223

Previous $530,000 1.7%

% of portfolio

0.37%

Previous 0.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$69.64 - $76.33 $2,785 - $3,053	40 Added 0.54%	7,450 $539,000
Q4 2024 Feb 14, 2025	SELL	$71.56 - $85.77 $50,807 - $60,896	-710 Reduced 8.74%	7,410 $530,000
Q3 2024 Nov 14, 2024	BUY	$74.95 - $85.33 $32,978 - $37,545	440 Added 5.73%	8,120 $688,000
Q2 2024 Aug 14, 2024	BUY	$74.48 - $81.76 $34,260 - $37,609	460 Added 6.37%	7,680 $576,000
Q1 2024 May 15, 2024	BUY	$75.05 - $80.02 $5,253 - $5,601	70 Added 0.98%	7,220 $568,000
Q4 2023 Feb 07, 2024	BUY	$70.72 - $81.11 $6,294 - $7,218	89 Added 1.26%	7,150 $579,000
Q3 2023 Nov 13, 2023	BUY	$73.96 - $82.95 $4,807 - $5,391	65 Added 0.93%	7,061 $526,000
Q2 2023 Aug 11, 2023	BUY	$76.79 - $81.48 $72,412 - $76,835	943 Added 15.58%	6,996 $553,000
Q1 2023 May 12, 2023	SELL	$75.46 - $83.68 $28,674 - $31,798	-380 Reduced 5.91%	6,053 $479,000
Q4 2022 Feb 14, 2023	BUY	$69.82 - $81.82 $50,340 - $58,992	721 Added 12.62%	6,433 $508,000
Q3 2022 Nov 14, 2022	SELL	$70.77 - $83.78 $198,863 - $235,421	-2,810 Reduced 32.97%	5,712 $405,000
Q2 2022 Aug 15, 2022	BUY	$77.15 - $86.93 $189,557 - $213,587	2,457 Added 40.51%	8,522 $681,000
Q1 2022 Apr 22, 2022	BUY	$82.15 - $90.96 $55,369 - $61,307	674 Added 12.5%	6,065 $517,000
Q4 2021 Jan 19, 2022	BUY	$87.78 - $97.25 $473,221 - $524,274	5,391 New	5,391 $489,000

Others Institutions Holding SDG

# of Institutions

119

Shares Held

979K

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
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Evergreen Wealth Solutions, LLC Ishares Trust Ishares Msci Glo Transaction History