Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 33,265 shares of IBDT stock, worth $845,596. This represents 0.24% of its overall portfolio holdings.
Number of Shares
33,265
Previous 30,909
7.62%
Holding current value
$845,596
Previous $788,000
7.23%
% of portfolio
0.24%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.63MShares$92.3 Million1.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio