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

Essential Planning, Llc.

$15 Billion
Q4 2024

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 3,425,586 shares of IBTG stock, worth $78 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

3,425,586

Previous 52,610 6411.28%

Holding current value

$78 Million

Previous $1.21 Million 6341.63%

% of portfolio

0.52%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

234

Shares Held

46.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

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