Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $140 Million
  • Q2 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 22,129 shares of IBMM stock, worth $577,566. This represents 0.41% of its overall portfolio holdings.

Number of Shares
22,129
Previous 19,498 13.49%
Holding current value
$577,566
Previous $505,000 14.06%
% 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
$25.91 - $26.05 $68,169 - $68,537
2,631 Added 13.49%
22,129 $576,000
Q1 2024

May 15, 2024
BUY
$25.9 - $25.98 $5,180 - $5,196
200 Added 1.04%
19,498 $505,000
Q4 2023

Feb 07, 2024
BUY
$25.65 - $25.93 $21,622 - $21,858
843 Added 4.57%
19,298 $500,000
Q3 2023

Nov 13, 2023
SELL
$25.67 - $25.78 $58,963 - $59,216
-2,297 Reduced 11.07%
18,455 $474,000
Q2 2023

Aug 11, 2023
BUY
$25.61 - $25.89 $24,841 - $25,113
970 Added 4.9%
20,752 $534,000
Q1 2023

May 12, 2023
BUY
$25.61 - $25.94 $506,617 - $513,145
19,782 New
19,782 $512,000

Others Institutions Holding IBMM

# of Institutions
172
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBMM Quotes by TradingView
  • Ticker IBMM
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