Ishares Tr shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 100k | 22.17 |
| 2024-06-30 | $2.0M | 95k | 21.26 |
| 2024-03-31 | $1.6M | 76k | 21.40 |
| 2023-12-31 | $1.6M | 72k | 21.64 |
| 2023-09-30 | $1.3M | 62k | 20.38 |
| 2023-06-30 | $1.2M | 56k | 21.20 |
| 2023-03-31 | $1.2M | 54k | 21.54 |
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