Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 7,610 shares of IBMN stock, worth $202,806. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,610
Previous 7,571
0.52%
Holding current value
$202,806
Previous $201 Million
1.17%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBMN
# of Institutions
167Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.7 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$47.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO994KShares$26.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc877KShares$23.4 Million0.01% of portfolio
-
Us Bancorp \De\689KShares$18.4 Million0.02% of portfolio