Essential Planning, Llc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 86,155 shares of IBTF stock, worth $1.99 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
86,155
Previous 81,858
5.25%
Holding current value
$1.99 Million
Previous $1.91 Million
5.04%
% of portfolio
0.96%
Previous 0.96%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
240Shares Held
75.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$321 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$90.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$87.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.7 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.3 Million0.01% of portfolio