Prosperity Planning, Inc. Ishares Tr Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 15,752 shares of IBDV stock, worth $348,119. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,752
Previous 15,174
3.81%
Holding current value
$348,119
Previous $329,000
5.17%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
269Shares Held
76.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$115 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.68MShares$103 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$76 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$62.2 Million1.14% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.78MShares$61.3 Million0.13% of portfolio