Essential Planning, Llc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 12,499 shares of IBTI stock, worth $279,352. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,499
Previous 12,421 0.63%
Holding current value
$279,352
Previous $278 Million 0.74%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$22.19 - $22.44 $1,730 - $1,750
78 Added 0.63%
12,499 $280 Million
Q2 2025

Aug 14, 2025
BUY
$22.09 - $22.44 $1,700 - $1,727
77 Added 0.62%
12,421 $278 Million
Q1 2025

May 08, 2025
SELL
$21.77 - $22.25 $10.6 Million - $10.9 Million
-487,663 Reduced 97.53%
12,344 $275 Million
Q4 2024

Feb 07, 2025
BUY
$21.81 - $22.48 $10.9 Million - $11.2 Million
500,007 New
500,007 $11 Million

Others Institutions Holding IBTI

# of Institutions
213
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
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More about IBTI
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