Cornerstone Planning, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Cornerstone Planning, LLC
- $262 Billion
- Q4 2024
A detailed history of Cornerstone Planning, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cornerstone Planning, LLC holds 740,480 shares of IBTF stock, worth $17.3 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
740,480Holding current value
$17.3 Million% of portfolio
6.6%Shares
1 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
87.6MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
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Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
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Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio