Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Evergreen Wealth Solutions, LLC

$143 Million
Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 10,411 shares of IBMQ stock, worth $262,877. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,411

Previous 18,328 43.2%

Holding current value

$262,877

Previous $469,000 44.14%

% of portfolio

0.18%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$25.06 - $25.59 $198,400 - $202,596	-7,917 Reduced 43.2%	10,411 $262,000
Q3 2024 Nov 14, 2024	SELL	$24.91 - $25.63 $65,139 - $67,022	-2,615 Reduced 12.49%	18,328 $469,000
Q2 2024 Aug 14, 2024	BUY	$24.81 - $25.19 $74,752 - $75,897	3,013 Added 16.8%	20,943 $523,000
Q1 2024 May 15, 2024	BUY	$25.27 - $25.61 $10,891 - $11,037	431 Added 2.46%	17,930 $453,000
Q4 2023 Feb 07, 2024	BUY	$24.26 - $25.61 $24,308 - $25,661	1,002 Added 6.07%	17,499 $447,000
Q3 2023 Nov 13, 2023	SELL	$24.41 - $25.28 $100,447 - $104,027	-4,115 Reduced 19.96%	16,497 $402,000
Q2 2023 Aug 11, 2023	BUY	$24.9 - $25.77 $25,273 - $26,156	1,015 Added 5.18%	20,612 $518,000
Q1 2023 May 12, 2023	BUY	$24.96 - $25.8 $489,141 - $505,602	19,597 New	19,597 $502,000

Others Institutions Holding IBMQ

# of Institutions

142

Shares Held

15.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History