Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 592,058 shares of IBDU stock, worth $13.8 Million. This represents 5.89% of its overall portfolio holdings.

Number of Shares
592,058
Previous 512,009 15.63%
Holding current value
$13.8 Million
Previous $11.9 Billion 16.33%
% of portfolio
5.89%
Previous 5.59%

Shares

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

Nov 14, 2025
BUY
$23.13 - $23.54 $1.85 Million - $1.88 Million
80,049 Added 15.63%
592,058 $13.9 Billion
Q2 2025

Aug 14, 2025
BUY
$22.7 - $23.33 $356,004 - $365,884
15,683 Added 3.16%
512,009 $11.9 Billion
Q1 2025

May 14, 2025
BUY
$22.61 - $23.14 $264,333 - $270,529
11,691 Added 2.41%
496,326 $11.5 Billion
Q4 2024

Feb 13, 2025
BUY
$22.71 - $23.47 $265,934 - $274,833
11,710 Added 2.48%
484,635 $11 Billion
Q3 2024

Nov 07, 2024
BUY
$22.51 - $23.57 $356,423 - $373,207
15,834 Added 3.46%
472,925 $11.1 Billion
Q2 2024

Jul 30, 2024
BUY
$22.29 - $22.77 $377,570 - $385,701
16,939 Added 3.85%
457,091 $10.4 Billion
Q1 2024

Apr 30, 2024
BUY
$22.61 - $23.1 $620,644 - $634,095
27,450 Added 6.65%
440,152 $10 Billion
Q4 2023

Jan 23, 2024
BUY
$21.44 - $23.11 $335,471 - $361,602
15,647 Added 3.94%
412,702 $9.52 Billion
Q3 2023

Nov 02, 2023
BUY
$21.83 - $22.62 $8.67 Million - $8.98 Million
397,055 New
397,055 $8.7 Billion

Others Institutions Holding IBDU

# of Institutions
347
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
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