Essential Planning, Llc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Essential Planning, Llc.
- $290 Billion
- Q3 2025
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 85,373 shares of IBTF stock, worth $1.99 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
85,373
Previous 90,476
5.64%
Holding current value
$1.99 Million
Previous $2.11 Billion
5.62%
% of portfolio
0.69%
Previous 0.79%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio