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 36,637 shares of IBMQ stock, worth $920,687. This represents 0.44% of its overall portfolio holdings.

Number of Shares
36,637
Previous 37,324 1.84%
Holding current value
$920,687
Previous $934 Million 0.55%
% of portfolio
0.44%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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