Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Prosperity Planning, Inc.
- $357 Million
- Q4 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 25,367 shares of IBDS stock, worth $615,657. This represents 0.17% of its overall portfolio holdings.
Number of Shares
25,367
Previous 21,248
19.39%
Holding current value
$615,657
Previous $517,000
18.96%
% of portfolio
0.17%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
434Shares Held
108MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.56MShares$86.3 Million0.28% of portfolio