Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 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 21,248 shares of IBDS stock, worth $515,901. This represents 0.16% of its overall portfolio holdings.
Number of Shares
21,248
Previous 20,729
2.5%
Holding current value
$515,901
Previous $501,000
2.79%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio