Envision Financial Planning, LLC ISHARES TR Transaction History

Envision Financial Planning, LLC

788,095

Previous 677,596 16.31%

$20.7 Billion

Previous $17.6 Billion 17.77%

8.77%

Previous 8.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	N/A	110,499 Added 16.31%	788,095 $20.7 Billion
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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