Envision Financial Planning, LLC ISHARES TR Transaction History

Envision Financial Planning, LLC

  • $196 Billion
  • Q1 2025
Number of Shares
650,671
Previous 634,282 2.58%
Holding current value
$16.6 Billion
Previous $15.9 Billion 4.46%
% of portfolio
8.48%
Previous 8.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
16,389 Added 2.58%
650,671 $16.6 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
18,121 Added 2.94%
634,282 $15.9 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
18,659 Added 3.12%
616,161 $16.3 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
22,339 Added 3.88%
597,502 $15.1 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
38,792 Added 7.23%
575,163 $14.7 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
285,699 Added 113.97%
536,371 $13.9 Billion
Q3 2023

Nov 02, 2023
BUY
N/A
250,672 New
250,672 $6.01 Billion
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