Essential Planning, Llc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 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 129,834 shares of IBTF stock, worth $3.02 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
129,834
Previous 132,357 1.91%
Holding current value
$3.02 Million
Previous $3.07 Million 1.07%
% of portfolio
1.25%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$23.13 - $23.43 $58,356 - $59,113
-2,523 Reduced 1.91%
129,834 $3.04 Million
Q2 2024

Aug 14, 2024
BUY
$23.1 - $23.22 $1.07 Million - $1.07 Million
46,202 Added 53.63%
132,357 $3.07 Million
Q1 2024

May 08, 2024
BUY
$23.16 - $23.36 $99,518 - $100,377
4,297 Added 5.25%
86,155 $2 Million
Q4 2023

Feb 13, 2024
BUY
$22.97 - $23.28 $819,339 - $830,397
35,670 Added 77.23%
81,858 $1.91 Million
Q3 2023

Nov 08, 2023
BUY
$23.01 - $23.2 $1.06 Million - $1.07 Million
46,188 New
46,188 $1.07 Million

Others Institutions Holding IBTF

# of Institutions
280
Shares Held
69.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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