Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 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 15,934 shares of IBTF stock, worth $371,580. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,934
Previous 10,454
52.42%
Holding current value
$371,580
Previous $243 Million
52.36%
% of portfolio
0.25%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
254Shares Held
80.5MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio