Essential Planning, Llc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 213,736 shares of IBTE stock, worth $5.1 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
213,736
Previous 221,873 3.67%
Holding current value
$5.1 Million
Previous $5.32 Million 3.59%
% of portfolio
2.11%
Previous 2.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$23.88 - $24.01 $194,311 - $195,369
-8,137 Reduced 3.67%
213,736 $5.13 Million
Q2 2024

Aug 14, 2024
BUY
$23.85 - $23.98 $420,260 - $422,551
17,621 Added 8.63%
221,873 $5.32 Million
Q1 2024

May 08, 2024
BUY
$23.85 - $23.95 $836,658 - $840,166
35,080 Added 20.74%
204,252 $4.89 Million
Q4 2023

Feb 13, 2024
BUY
$23.75 - $23.91 $2.62 Million - $2.63 Million
110,135 Added 186.55%
169,172 $4.04 Million
Q3 2023

Nov 08, 2023
BUY
$23.72 - $23.85 $1.4 Million - $1.41 Million
59,037 New
59,037 $1.41 Million

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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