Essential Planning, Llc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 13,266 shares of IBTH stock, worth $294,505. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,266
Previous 13,133 1.01%
Holding current value
$294,505
Previous $289,000 3.81%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 07, 2024
BUY
$21.96 - $22.69 $2,920 - $3,017
133 Added 1.01%
13,266 $300,000
Q2 2024

Aug 14, 2024
BUY
$21.83 - $22.09 $28,750 - $29,092
1,317 Added 11.15%
13,133 $289,000
Q1 2024

May 08, 2024
BUY
$22.05 - $22.46 $260,542 - $265,387
11,816 New
11,816 $261,000

Others Institutions Holding IBTH

# of Institutions
202
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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