Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 40,794 shares of IBMQ stock, worth $1.03 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
40,794
Previous 36,637 11.35%
Holding current value
$1.03 Million
Previous $939 Million 9.39%
% of portfolio
0.48%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$25.06 - $25.59 $104,174 - $106,377
4,157 Added 11.35%
40,794 $1.03 Billion
Q3 2024

Oct 31, 2024
SELL
$24.91 - $25.63 $17,113 - $17,607
-687 Reduced 1.84%
36,637 $939 Million
Q2 2024

Aug 12, 2024
BUY
$24.81 - $25.19 $21,162 - $21,487
853 Added 2.34%
37,324 $934 Million
Q1 2024

Apr 16, 2024
BUY
$25.27 - $25.61 $168,525 - $170,793
6,669 Added 22.38%
36,471 $922 Million
Q4 2023

Feb 08, 2024
BUY
$24.26 - $25.61 $722,996 - $763,229
29,802 New
29,802 $763 Million

Others Institutions Holding IBMQ

# of Institutions
142
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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More about IBMQ
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