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

Envision Financial Planning, LLC

$196 Billion
Q1 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 71,398 shares of IBMP stock, worth $1.8 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

71,398

Previous 73,197 2.46%

Holding current value

$1.8 Million

Previous $1.84 Billion 1.92%

% of portfolio

0.92%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

165

Shares Held

19.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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