Envision Financial Planning, LLC Ishares Tr Ibonds December 202 Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Envision Financial Planning, LLC holds 23,448 shares of IBMP stock, worth $594,641. This represents 0.25% of its overall portfolio holdings.

Number of Shares
23,448
Previous 64,334 63.55%
Holding current value
$594,641
Previous $1.63 Billion 63.37%
% of portfolio
0.25%
Previous 0.76%

Shares

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

Nov 14, 2025
SELL
$25.3 - $25.56 $1.03 Million - $1.05 Million
-40,886 Reduced 63.55%
23,448 $597 Million
Q2 2025

Aug 14, 2025
SELL
$24.98 - $25.35 $176,458 - $179,072
-7,064 Reduced 9.89%
64,334 $1.63 Billion
Q1 2025

May 14, 2025
SELL
$25.1 - $25.34 $45,154 - $45,586
-1,799 Reduced 2.46%
71,398 $1.8 Billion
Q4 2024

Feb 13, 2025
BUY
$25.08 - $25.43 $35,412 - $35,907
1,412 Added 1.97%
73,197 $1.84 Billion
Q3 2024

Nov 07, 2024
BUY
$24.92 - $25.47 $23,898 - $24,425
959 Added 1.35%
71,785 $1.83 Billion
Q2 2024

Jul 30, 2024
BUY
$24.83 - $25.08 $153,350 - $154,894
6,176 Added 9.55%
70,826 $1.77 Billion
Q1 2024

Apr 30, 2024
SELL
$25.17 - $25.41 $658,497 - $664,776
-26,162 Reduced 28.81%
64,650 $1.63 Billion
Q4 2023

Jan 23, 2024
BUY
$24.36 - $25.42 $104,017 - $108,543
4,270 Added 4.93%
90,812 $2.31 Billion
Q3 2023

Nov 02, 2023
BUY
$24.48 - $25.15 $2.12 Million - $2.18 Million
86,542 New
86,542 $2.12 Billion

Others Institutions Holding IBMP

# of Institutions
190
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMP
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