Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 43,305 shares of IBDR stock, worth $1.03 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
43,305
Previous 21,241
103.87%
Holding current value
$1.03 Million
Previous $504,000
103.97%
% of portfolio
0.29%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio