Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 472,925 shares of IBDU stock, worth $10.9 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares
472,925
Previous 457,091 3.46%
Holding current value
$10.9 Million
Previous $10.4 Billion 7.3%
% of portfolio
5.85%
Previous 7.91%

Shares

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

Nov 07, 2024
BUY
$22.51 - $23.57 $356,423 - $373,207
15,834 Added 3.46%
472,925 $11.1 Billion
Q2 2024

Jul 30, 2024
BUY
$22.29 - $22.77 $377,570 - $385,701
16,939 Added 3.85%
457,091 $10.4 Billion
Q1 2024

Apr 30, 2024
BUY
$22.61 - $23.1 $620,644 - $634,095
27,450 Added 6.65%
440,152 $10 Billion
Q4 2023

Jan 23, 2024
BUY
$21.44 - $23.11 $335,471 - $361,602
15,647 Added 3.94%
412,702 $9.52 Billion
Q3 2023

Nov 02, 2023
BUY
$21.83 - $22.62 $8.67 Million - $8.98 Million
397,055 New
397,055 $8.7 Billion

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
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