Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 20,748 shares of IBDU stock, worth $484,673. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,748
Previous 19,254
7.76%
Holding current value
$484,673
Previous $451,000
7.32%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
348Shares 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
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio