Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 15,578 shares of IBTJ stock, worth $341,625. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,578
Previous 13,984
11.4%
Holding current value
$341,625
Previous $307,000
11.07%
% of portfolio
0.1%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
189Shares Held
28.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio