Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 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 43,619 shares of IBTF stock, worth $1.02 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
43,619
Previous 20,550
112.26%
Holding current value
$1.02 Million
Previous $481 Million
111.36%
% of portfolio
0.59%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio