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 18,462 shares of IBTI stock, worth $412,625. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,462
Previous 15,781
16.99%
Holding current value
$412,625
Previous $353,000
16.71%
% of portfolio
0.12%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
220Shares Held
42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio