Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Beacon Financial Planning, Inc
- $174 Billion
- Q1 2025
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 27,199 shares of IBMN stock, worth $726,757. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,199
Previous 8,102
235.71%
Holding current value
$726,757
Previous $216 Million
237.41%
% of portfolio
0.42%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBMN
# of Institutions
180Shares Held
18.4MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.8 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$45.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc860KShares$23 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO824KShares$22 Million0.05% of portfolio
-
Us Bancorp \De\677KShares$18.1 Million0.02% of portfolio