Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Prosperity Planning, Inc.

  • $307 Million
  • Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 30,413 shares of IBDT stock, worth $769,753. This represents 0.25% of its overall portfolio holdings.

Number of Shares
30,413
Previous 26,317 15.56%
Holding current value
$769,753
Previous $655,000 17.25%
% of portfolio
0.25%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$24.79 - $25.26 $101,539 - $103,464
4,096 Added 15.56%
30,413 $768,000
Q2 2024

Jul 23, 2024
BUY
$24.4 - $24.86 $185,342 - $188,836
7,596 Added 40.57%
26,317 $651,000
Q4 2023

Feb 05, 2024
BUY
$23.63 - $25.1 $442,377 - $469,897
18,721 New
18,721 $469,000

Others Institutions Holding IBDT

# of Institutions
362
Shares Held
89.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email