Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Envision Financial Planning, LLC

$196 Billion
Q1 2025

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 697,966 shares of IBDW stock, worth $14.5 Million. This represents 7.38% of its overall portfolio holdings.

Number of Shares

697,966

Previous 681,463 2.42%

Holding current value

$14.5 Million

Previous $13.9 Billion 4.43%

% of portfolio

7.38%

Previous 7.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$20.1 - $20.8 $331,710 - $343,262	16,503 Added 2.42%	697,966 $14.5 Billion
Q4 2024 Feb 13, 2025	BUY	$20.28 - $21.2 $427,380 - $446,768	21,074 Added 3.19%	681,463 $13.9 Billion
Q3 2024 Nov 07, 2024	BUY	$20.12 - $21.28 $494,589 - $523,104	24,582 Added 3.87%	660,389 $14 Billion
Q2 2024 Jul 30, 2024	BUY	$19.84 - $20.44 $661,902 - $681,919	33,362 Added 5.54%	635,807 $12.9 Billion
Q1 2024 Apr 30, 2024	BUY	$20.24 - $20.75 $911,488 - $934,455	45,034 Added 8.08%	602,445 $12.3 Billion
Q4 2023 Jan 23, 2024	BUY	$18.79 - $20.85 $2.17 Million - $2.41 Million	115,357 Added 26.1%	557,411 $11.6 Billion
Q3 2023 Nov 02, 2023	BUY	$19.34 - $20.36 $8.55 Million - $9 Million	442,054 New	442,054 $8.57 Billion

Others Institutions Holding IBDW

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

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.

Account

Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History