Essential Planning, Llc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 52,610 shares of IBTG stock, worth $1.2 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
52,610
Previous 54,963 4.28%
Holding current value
$1.2 Million
Previous $1.25 Million 2.57%
% of portfolio
0.5%
Previous 0.55%

Shares

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

Nov 07, 2024
SELL
$22.55 - $23.1 $53,060 - $54,354
-2,353 Reduced 4.28%
52,610 $1.21 Million
Q2 2024

Aug 14, 2024
BUY
$22.46 - $22.66 $442,753 - $446,696
19,713 Added 55.92%
54,963 $1.25 Million
Q1 2024

May 08, 2024
BUY
$22.62 - $22.94 $98,985 - $100,385
4,376 Added 14.17%
35,250 $800,000
Q4 2023

Feb 13, 2024
BUY
$22.32 - $22.86 $129,746 - $132,885
5,813 Added 23.2%
30,874 $705,000
Q3 2023

Nov 08, 2023
BUY
$22.4 - $22.75 $561,366 - $570,137
25,061 New
25,061 $563,000

Others Institutions Holding IBTG

# of Institutions
218
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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