Essential Planning, Llc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 27,156 shares of IBTH stock, worth $610,195. This represents 0.21% of its overall portfolio holdings.

Number of Shares

27,156

Previous 31,797 14.6%

Holding current value

$610,195

Previous $715 Million 14.48%

% of portfolio

0.21%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$22.36 - $22.52 $103,772 - $104,515	-4,641 Reduced 14.6%	27,156 $612 Million
Q2 2025 Aug 14, 2025	BUY	$22.3 - $22.57 $3,055 - $3,092	137 Added 0.43%	31,797 $715 Million
Q1 2025 May 08, 2025	SELL	$22.11 - $22.43 $18.5 Million - $18.8 Million	-836,086 Reduced 96.35%	31,660 $710 Million
Q4 2024 Feb 07, 2025	BUY	$22.1 - $22.59 $18.9 Million - $19.3 Million	854,480 Added 6441.13%	867,746 $19.3 Million
Q3 2024 Nov 07, 2024	BUY	$21.96 - $22.69 $2,920 - $3,017	133 Added 1.01%	13,266 $300,000

Q2 2024 Aug 14, 2024	BUY	$21.83 - $22.09 $28,750 - $29,092	1,317 Added 11.15%	13,133 $289,000
Q1 2024 May 08, 2024	BUY	$22.05 - $22.46 $260,542 - $265,387	11,816 New	11,816 $261,000

Others Institutions Holding IBTH

# of Institutions

287

Shares Held

60.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Essential Planning, Llc. Ishares Tr Ibonds Dec 2027 Ter Transaction History