Evergreen Wealth Solutions, LLC Ishares Trust Ishares Msci Glo Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,410 shares of SDG stock, worth $539,744. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,410
Previous 8,120 8.74%
Holding current value
$539,744
Previous $688,000 22.97%
% of portfolio
0.37%
Previous 0.47%

Shares

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

Feb 14, 2025
SELL
$71.56 - $85.77 $50,807 - $60,896
-710 Reduced 8.74%
7,410 $530,000
Q3 2024

Nov 14, 2024
BUY
$74.95 - $85.33 $32,978 - $37,545
440 Added 5.73%
8,120 $688,000
Q2 2024

Aug 14, 2024
BUY
$74.48 - $81.76 $34,260 - $37,609
460 Added 6.37%
7,680 $576,000
Q1 2024

May 15, 2024
BUY
$75.05 - $80.02 $5,253 - $5,601
70 Added 0.98%
7,220 $568,000
Q4 2023

Feb 07, 2024
BUY
$70.72 - $81.11 $6,294 - $7,218
89 Added 1.26%
7,150 $579,000
Q3 2023

Nov 13, 2023
BUY
$73.96 - $82.95 $4,807 - $5,391
65 Added 0.93%
7,061 $526,000
Q2 2023

Aug 11, 2023
BUY
$76.79 - $81.48 $72,412 - $76,835
943 Added 15.58%
6,996 $553,000
Q1 2023

May 12, 2023
SELL
$75.46 - $83.68 $28,674 - $31,798
-380 Reduced 5.91%
6,053 $479,000
Q4 2022

Feb 14, 2023
BUY
$69.82 - $81.82 $50,340 - $58,992
721 Added 12.62%
6,433 $508,000
Q3 2022

Nov 14, 2022
SELL
$70.77 - $83.78 $198,863 - $235,421
-2,810 Reduced 32.97%
5,712 $405,000
Q2 2022

Aug 15, 2022
BUY
$77.15 - $86.93 $189,557 - $213,587
2,457 Added 40.51%
8,522 $681,000
Q1 2022

Apr 22, 2022
BUY
$82.15 - $90.96 $55,369 - $61,307
674 Added 12.5%
6,065 $517,000
Q4 2021

Jan 19, 2022
BUY
$87.78 - $97.25 $473,221 - $524,274
5,391 New
5,391 $489,000

Others Institutions Holding SDG

# of Institutions
122
Shares Held
1.29M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email