Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Prosperity Planning, Inc.

  • $330 Million
  • Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 13,984 shares of IBTJ stock, worth $307,648. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,984
Previous 13,410 4.28%
Holding current value
$307,648
Previous $291,000 5.15%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$21.57 - $21.99 $12,381 - $12,622
574 Added 4.28%
13,984 $306,000
Q1 2025

Apr 10, 2025
BUY
$21.16 - $21.77 $29,729 - $30,586
1,405 Added 11.7%
13,410 $291,000
Q3 2024

Oct 07, 2024
BUY
$21.22 - $22.22 $254,746 - $266,751
12,005 New
12,005 $265,000

Others Institutions Holding IBTJ

# of Institutions
168
Shares Held
25.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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