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

Essential Planning, Llc.

$248 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBTG

# of Institutions

273

Shares Held

63.3M

Call Options Held

0

Put Options Held

0

Hm Payson & CO Portland, ME

4.71M
Shares

$108 Million
1.93% of portfolio
Kovitz Investment Group Partners, LLC

4.58M
Shares

$105 Million
0.58% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$82.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.76M
Shares

$63.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.7M
Shares

$62.1 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.