Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Envision Financial Planning, LLC

$131 Billion
Q2 2024

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 635,807 shares of IBDW stock, worth $13 Million. This represents 9.85% of its overall portfolio holdings.

Number of Shares

635,807

Previous 602,445 5.54%

Holding current value

$13 Million

Previous $12.3 Billion 4.51%

% of portfolio

9.85%

Previous 9.97%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$19.84 - $20.44 $661,902 - $681,919	33,362 Added 5.54%	635,807 $12.9 Billion
Q1 2024 Apr 30, 2024	BUY	$20.24 - $20.75 $911,488 - $934,455	45,034 Added 8.08%	602,445 $12.3 Billion
Q4 2023 Jan 23, 2024	BUY	$18.79 - $20.85 $2.17 Million - $2.41 Million	115,357 Added 26.1%	557,411 $11.6 Billion
Q3 2023 Nov 02, 2023	BUY	$19.34 - $20.36 $8.55 Million - $9 Million	442,054 New	442,054 $8.57 Billion

Others Institutions Holding IBDW

# of Institutions

149

Shares Held

39M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History