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

Essential Planning, Llc.

$248 Billion
Q1 2025

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 112,449 shares of IBTF stock, worth $2.62 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

112,449

Previous 8,462,892 98.67%

Holding current value

$2.62 Million

Previous $197 Million 1231.58%

% of portfolio

1.06%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$23.29 - $23.38 $194 Million - $195 Million	-8,350,443 Reduced 98.67%	112,449 $2.63 Billion
Q4 2024 Feb 07, 2025	BUY	$23.25 - $23.37 $194 Million - $195 Million	8,333,058 Added 6418.24%	8,462,892 $197 Million
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

313

Shares Held

79.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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