Envision Financial Planning, LLC Ishares Tr Ibonds December 202 Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Envision Financial Planning, LLC holds 64,334 shares of IBMP stock, worth $1.64 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
64,334
Previous 71,398 9.89%
Holding current value
$1.64 Million
Previous $1.8 Billion 9.64%
% of portfolio
0.76%
Previous 0.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.98 - $25.35 $176,458 - $179,072
-7,064 Reduced 9.89%
64,334 $1.63 Billion
Q1 2025

May 14, 2025
SELL
$25.1 - $25.34 $45,154 - $45,586
-1,799 Reduced 2.46%
71,398 $1.8 Billion
Q4 2024

Feb 13, 2025
BUY
$25.08 - $25.43 $35,412 - $35,907
1,412 Added 1.97%
73,197 $1.84 Billion
Q3 2024

Nov 07, 2024
BUY
$24.92 - $25.47 $23,898 - $24,425
959 Added 1.35%
71,785 $1.83 Billion
Q2 2024

Jul 30, 2024
BUY
$24.83 - $25.08 $153,350 - $154,894
6,176 Added 9.55%
70,826 $1.77 Billion
Q1 2024

Apr 30, 2024
SELL
$25.17 - $25.41 $658,497 - $664,776
-26,162 Reduced 28.81%
64,650 $1.63 Billion
Q4 2023

Jan 23, 2024
BUY
$24.36 - $25.42 $104,017 - $108,543
4,270 Added 4.93%
90,812 $2.31 Billion
Q3 2023

Nov 02, 2023
BUY
$24.48 - $25.15 $2.12 Million - $2.18 Million
86,542 New
86,542 $2.12 Billion

Others Institutions Holding IBMP

# of Institutions
183
Shares Held
20.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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