Envision Financial Planning, LLC Ishares Tr Ibonds December 202 Transaction History

Envision Financial Planning, LLC

  • $190 Billion
  • Q3 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Envision Financial Planning, LLC holds 71,785 shares of IBMP stock, worth $1.8 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
71,785
Previous 70,826 1.35%
Holding current value
$1.8 Million
Previous $1.77 Billion 3.14%
% of portfolio
0.96%
Previous 1.35%

Shares

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

Nov 07, 2024
BUY
$24.92 - $25.47 $23,898 - $24,425
959 Added 1.35%
71,785 $1.83 Billion
Q2 2024

Jul 30, 2024
BUY
$24.83 - $25.08 $153,350 - $154,894
6,176 Added 9.55%
70,826 $1.77 Billion
Q1 2024

Apr 30, 2024
SELL
$25.17 - $25.41 $658,497 - $664,776
-26,162 Reduced 28.81%
64,650 $1.63 Billion
Q4 2023

Jan 23, 2024
BUY
$24.36 - $25.42 $104,017 - $108,543
4,270 Added 4.93%
90,812 $2.31 Billion
Q3 2023

Nov 02, 2023
BUY
$24.48 - $25.15 $2.12 Million - $2.18 Million
86,542 New
86,542 $2.12 Billion

Others Institutions Holding IBMP

# of Institutions
142
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMP Quotes by TradingView
  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email