Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Envision Financial Planning, LLC

  • $124 Billion
  • Q1 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 10,968 shares of IBDS stock, worth $259,502. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,968
Previous 10,690 2.6%
Holding current value
$259,502
Previous $256 Million 2.05%
% of portfolio
0.21%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$23.67 - $24.03 $6,580 - $6,680
278 Added 2.6%
10,968 $261 Million
Q4 2023

Jan 23, 2024
SELL
$22.84 - $23.94 $7.91 Million - $8.29 Million
-346,116 Reduced 97.0%
10,690 $256 Million
Q3 2023

Nov 02, 2023
BUY
$23.07 - $23.6 $8.23 Million - $8.42 Million
356,806 New
356,806 $8.26 Billion

Others Institutions Holding IBDS

# of Institutions
320
Shares Held
75.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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