Essential Planning, Llc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Essential Planning, Llc.

  • $269 Billion
  • Q2 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 12,421 shares of IBTI stock, worth $276,864. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,421
Previous 12,344 0.62%
Holding current value
$276,864
Previous $275 Million 1.13%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.09 - $22.44 $1,700 - $1,727
77 Added 0.62%
12,421 $278 Million
Q1 2025

May 08, 2025
SELL
$21.77 - $22.25 $10.6 Million - $10.9 Million
-487,663 Reduced 97.53%
12,344 $275 Million
Q4 2024

Feb 07, 2025
BUY
$21.81 - $22.48 $10.9 Million - $11.2 Million
500,007 New
500,007 $11 Million

Others Institutions Holding IBTI

# of Institutions
198
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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