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

Essential Planning, Llc.

$15 Billion
Q4 2024

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 8,462,892 shares of IBTF stock, worth $197 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

8,462,892

Previous 129,834 6418.24%

Holding current value

$197 Million

Previous $3.04 Million 6391.91%

% of portfolio

1.32%

Previous 1.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

301

Shares Held

84.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

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