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

Essential Planning, Llc.

$269 Billion
Q2 2025

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 61,646 shares of IBTG stock, worth $1.41 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

61,646

Previous 72,407 14.86%

Holding current value

$1.41 Million

Previous $1.66 Billion 14.9%

% of portfolio

0.53%

Previous 0.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$22.81 - $22.97 $245,458 - $247,180	-10,761 Reduced 14.86%	61,646 $1.41 Billion
Q1 2025 May 08, 2025	SELL	$22.77 - $22.94 $76.4 Million - $76.9 Million	-3,353,179 Reduced 97.89%	72,407 $1.66 Billion
Q4 2024 Feb 07, 2025	BUY	$22.72 - $23.0 $76.6 Million - $77.6 Million	3,372,976 Added 6411.28%	3,425,586 $78.1 Million
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

298

Shares Held

70.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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