Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 19,254 shares of IBDU stock, worth $451,121. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,254
Previous 18,712
2.9%
Holding current value
$451,121
Previous $432,000
3.94%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
329Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$149 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.9 Million7.36% of portfolio