IBDY — ISHARES TR

Ownership history in Evergreen Private Wealth LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in ISHARES TR (IBDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.46% (2024 Q1)
Avg. % of fund
1.39%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 133,371 +7,612 +6.1% 1.37% $3.5M $25.93
2025 Q3 REDUCED 125,759 -1,307 -1.0% 1.34% $3.3M $25.61
2025 Q2 ADDED 127,066 +8,251 +6.9% 1.38% $3.3M $24.98
2025 Q1 ADDED 118,815 +1,865 +1.6% 1.42% $3.0M $24.34
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDY price (monthly, adj. close)

Other funds also holding IBDY

As of 2025 Q4 — sorted by position size

Envision Financial Planning, LLC 7.8% INSTRUMENTAL WEALTH, LLC 6.55% PFG Private Wealth Management, LLC 3Y 5.3% 4Thought Financial Group Inc. 3Y 2.27% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.05% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.71% Guidance Point Advisors, LLC 3Y 7Y 1.61% Marathon Mission, Inc. 1.49% ARROW FINANCIAL CORP 3Y 7Y 1.45% Capital Investment Advisors, LLC 3Y 7Y 1.17%
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