Evergreen Wealth Solutions, LLC Ishares Tr Ibonds December 202 Transaction History

Evergreen Wealth Solutions, LLC

$143 Million
Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 14,335 shares of IBMO stock, worth $366,689. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,335

Previous 19,961 28.18%

Holding current value

$366,689

Previous $512,000 28.91%

% of portfolio

0.26%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$25.4 - $25.62 $142,900 - $144,138	-5,626 Reduced 28.18%	14,335 $364,000
Q3 2024 Nov 14, 2024	SELL	$25.26 - $25.66 $66,863 - $67,922	-2,647 Reduced 11.71%	19,961 $512,000
Q2 2024 Aug 14, 2024	BUY	$25.16 - $25.33 $72,687 - $73,178	2,889 Added 14.65%	22,608 $572,000
Q1 2024 May 15, 2024	BUY	$25.35 - $25.52 $40,762 - $41,036	1,608 Added 8.88%	19,719 $499,000
Q4 2023 Feb 07, 2024	SELL	$24.71 - $25.52 $22,016 - $22,738	-891 Reduced 4.69%	18,111 $462,000
Q3 2023 Nov 13, 2023	SELL	$24.76 - $25.26 $48,257 - $49,231	-1,949 Reduced 9.3%	19,002 $471,000
Q2 2023 Aug 11, 2023	BUY	$24.96 - $25.63 $24,336 - $24,989	975 Added 4.88%	20,951 $527,000
Q1 2023 May 12, 2023	BUY	$24.99 - $25.64 $499,200 - $512,184	19,976 New	19,976 $510,000

Others Institutions Holding IBMO

# of Institutions

194

Shares Held

19.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds December 202 Transaction History