Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Life Plan Financial, LLC
- $126 Billion
- Q3 2025
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 113,667 shares of IBDU stock, worth $2.66 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
113,667
Previous 111,739
1.73%
Holding current value
$2.66 Million
Previous $2.61 Billion
2.34%
% of portfolio
2.11%
Previous 2.16%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio