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Ishares Tr shares owned by Evergreen Private Wealth

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Evergreen Private Wealth from 13F filings

Historical chart of Evergreen Private Wealth investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 114k 26.40
2024-03-31 $2.9M 114k 25.48

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View all positions for Evergreen Private Wealth

Top funds holding Ishares Tr

Capital Investment Advisors
First Interstate Bank
Gateway Advisory
Aptus Capital Advisors
Golub Group
Envision Financial Planning
Us Bancorp
MV Capital Management
Arrow Financial Corp.
Rockefeller Capital Management
Bank of America Corporation
Wells Fargo & Company
Instrumental Wealth
Confluence Investment Management
UBS Group

View all funds holding Ishares Tr