Essential Planning, Llc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 31,660 shares of IBTH stock, worth $708,867. This represents 0.29% of its overall portfolio holdings.

Number of Shares
31,660
Previous 867,746 96.35%
Holding current value
$708,867
Previous $19.3 Million 3584.84%
% of portfolio
0.29%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$22.11 - $22.43 $18.5 Million - $18.8 Million
-836,086 Reduced 96.35%
31,660 $710 Million
Q4 2024

Feb 07, 2025
BUY
$22.1 - $22.59 $18.9 Million - $19.3 Million
854,480 Added 6441.13%
867,746 $19.3 Million
Q3 2024

Nov 07, 2024
BUY
$21.96 - $22.69 $2,920 - $3,017
133 Added 1.01%
13,266 $300,000
Q2 2024

Aug 14, 2024
BUY
$21.83 - $22.09 $28,750 - $29,092
1,317 Added 11.15%
13,133 $289,000
Q1 2024

May 08, 2024
BUY
$22.05 - $22.46 $260,542 - $265,387
11,816 New
11,816 $261,000

Others Institutions Holding IBTH

# of Institutions
253
Shares Held
53.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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  • Ticker IBTH
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