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

Envision Financial Planning, LLC

  • $194 Billion
  • Q4 2024

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 681,463 shares of IBDW stock, worth $14 Million. This represents 7.17% of its overall portfolio holdings.

Number of Shares
681,463
Previous 660,389 3.19%
Holding current value
$14 Million
Previous $14 Billion 1.04%
% of portfolio
7.17%
Previous 7.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
182
Shares Held
54.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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