Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 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 20,723 shares of IBDR stock, worth $492,171. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,723
Previous 16,452
25.96%
Holding current value
$492,171
Previous $390,000
26.15%
% of portfolio
0.16%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio