Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History

Beacon Financial Planning, Inc

  • $172 Billion
  • Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 8,102 shares of IBMN stock, worth $216,242. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,102
Previous 7,610 6.47%
Holding current value
$216,242
Previous $203 Million 6.29%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$26.55 - $26.67 $13,062 - $13,121
492 Added 6.47%
8,102 $216 Million
Q3 2024

Oct 24, 2024
BUY
$26.42 - $26.67 $1,030 - $1,040
39 Added 0.52%
7,610 $203 Million
Q2 2024

Jul 18, 2024
BUY
$26.34 - $26.49 $199,420 - $200,555
7,571 New
7,571 $201 Million

About ISHARES TR IBONDS DEC 2025 TER

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