Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 89,897 shares of IBMQ stock, worth $2.28 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

89,897

Previous 94,202 4.57%

Holding current value

$2.28 Million

Previous $2.37 Billion 4.15%

% of portfolio

1.16%

Previous 1.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.08 - $25.39 $107,969 - $109,303	-4,305 Reduced 4.57%	89,897 $2.27 Billion
Q4 2024 Feb 13, 2025	SELL	$25.06 - $25.59 $1.02 Million - $1.04 Million	-40,710 Reduced 30.18%	94,202 $2.37 Billion
Q3 2024 Nov 07, 2024	SELL	$24.91 - $25.63 $40,603 - $41,776	-1,630 Reduced 1.19%	134,912 $3.46 Billion
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

151

Shares Held

16M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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