Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Envision Financial Planning, LLC

  • $131 Billion
  • Q2 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 136,542 shares of IBMQ stock, worth $3.5 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
136,542
Previous 126,280 8.13%
Holding current value
$3.5 Million
Previous $3.19 Billion 7.06%
% of portfolio
2.61%
Previous 2.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$24.81 - $25.19 $254,600 - $258,499
10,262 Added 8.13%
136,542 $3.42 Billion
Q1 2024

Apr 30, 2024
BUY
$25.27 - $25.61 $296,164 - $300,149
11,720 Added 10.23%
126,280 $3.19 Billion
Q4 2023

Jan 23, 2024
BUY
$24.26 - $25.61 $101,940 - $107,613
4,202 Added 3.81%
114,560 $2.93 Billion
Q3 2023

Nov 02, 2023
BUY
$24.41 - $25.28 $2.69 Million - $2.79 Million
110,358 New
110,358 $2.69 Billion

Others Institutions Holding IBMQ

# of Institutions
121
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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  • Ticker IBMQ
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