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 134,912 shares of IBMQ stock, worth $3.39 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
134,912
Previous 136,542 1.19%
Holding current value
$3.39 Million
Previous $3.42 Billion 1.22%
% of portfolio
1.82%
Previous 2.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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