Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 660,389 shares of IBDW stock, worth $13.4 Million. This represents 7.38% of its overall portfolio holdings.

Number of Shares
660,389
Previous 635,807 3.87%
Holding current value
$13.4 Million
Previous $12.9 Billion 8.63%
% of portfolio
7.38%
Previous 9.85%

Shares

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

Nov 07, 2024
BUY
$20.12 - $21.28 $494,589 - $523,104
24,582 Added 3.87%
660,389 $14 Billion
Q2 2024

Jul 30, 2024
BUY
$19.84 - $20.44 $661,902 - $681,919
33,362 Added 5.54%
635,807 $12.9 Billion
Q1 2024

Apr 30, 2024
BUY
$20.24 - $20.75 $911,488 - $934,455
45,034 Added 8.08%
602,445 $12.3 Billion
Q4 2023

Jan 23, 2024
BUY
$18.79 - $20.85 $2.17 Million - $2.41 Million
115,357 Added 26.1%
557,411 $11.6 Billion
Q3 2023

Nov 02, 2023
BUY
$19.34 - $20.36 $8.55 Million - $9 Million
442,054 New
442,054 $8.57 Billion

Others Institutions Holding IBDW

# of Institutions
157
Shares Held
41.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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