Envision Financial Planning, LLC ISHARES TR Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025
Number of Shares
677,596
Previous 650,671 4.14%
Holding current value
$17.6 Billion
Previous $16.6 Billion 5.54%
% of portfolio
8.21%
Previous 8.48%

Shares

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

Aug 14, 2025
BUY
N/A
26,925 Added 4.14%
677,596 $17.6 Billion
Q1 2025

May 14, 2025
BUY
N/A
16,389 Added 2.58%
650,671 $16.6 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
18,121 Added 2.94%
634,282 $15.9 Billion
Q3 2024

Nov 07, 2024
BUY
N/A
18,659 Added 3.12%
616,161 $16.3 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
22,339 Added 3.88%
597,502 $15.1 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
38,792 Added 7.23%
575,163 $14.7 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
285,699 Added 113.97%
536,371 $13.9 Billion
Q3 2023

Nov 02, 2023
BUY
N/A
250,672 New
250,672 $6.01 Billion
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