Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 16,181 shares of IBTG stock, worth $370,544. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,181
Previous 16,075
0.66%
Holding current value
$370,544
Previous $369 Million
0.74%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio