Essential Planning, Llc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 56,142 shares of IBTG stock, worth $1.29 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
56,142
Previous 57,110 1.69%
Holding current value
$1.29 Million
Previous $1.31 Billion 2.02%
% of portfolio
0.41%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$22.88 - $22.95 $22,147 - $22,215
-968 Reduced 1.69%
56,142 $1.28 Billion
Q3 2025

Oct 28, 2025
SELL
$22.84 - $22.95 $103,602 - $104,101
-4,536 Reduced 7.36%
57,110 $1.31 Billion
Q2 2025

Aug 14, 2025
SELL
$22.81 - $22.97 $245,458 - $247,180
-10,761 Reduced 14.86%
61,646 $1.41 Billion
Q1 2025

May 08, 2025
SELL
$22.77 - $22.94 $76.4 Million - $76.9 Million
-3,353,179 Reduced 97.89%
72,407 $1.66 Billion
Q4 2024

Feb 07, 2025
BUY
$22.72 - $23.0 $76.6 Million - $77.6 Million
3,372,976 Added 6411.28%
3,425,586 $78.1 Million
Q3 2024

Nov 07, 2024
SELL
$22.55 - $23.1 $53,060 - $54,354
-2,353 Reduced 4.28%
52,610 $1.21 Million
Q2 2024

Aug 14, 2024
BUY
$22.46 - $22.66 $442,753 - $446,696
19,713 Added 55.92%
54,963 $1.25 Million
Q1 2024

May 08, 2024
BUY
$22.62 - $22.94 $98,985 - $100,385
4,376 Added 14.17%
35,250 $800,000
Q4 2023

Feb 13, 2024
BUY
$22.32 - $22.86 $129,746 - $132,885
5,813 Added 23.2%
30,874 $705,000
Q3 2023

Nov 08, 2023
BUY
$22.4 - $22.75 $561,366 - $570,137
25,061 New
25,061 $563,000

Others Institutions Holding IBTG

# of Institutions
313
Shares Held
79.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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