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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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All positions including Ishares Tr held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
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

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Verizon Communications (VZ)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Ishares Tr National Mun Etf (MUB)
Intel Corporation (INTC)
JPMorgan Chase & Co. (JPM)
Roper Industries (ROP)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Evergreen Wealth Solutions

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Golub Group
Gateway Advisory
Sigma Investment Counselors
Us Bancorp
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Arrow Financial Corp.
Buffington Mohr McNeal
Venture Visionary Partners
MV Capital Management
Rockefeller Capital Management

View all funds holding Ishares Tr