Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2030 Ter Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 14,881 shares of IBTK stock, worth $291,667. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,881
Previous 13,320
11.72%
Holding current value
$291,667
Previous $255,000
14.51%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
118Shares Held
14.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$49.1 Million0.01% of portfolio
-
Atwood & Palmer Inc1.13MShares$22.1 Million1.57% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.5 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.7 Million0.28% of portfolio
-
Envestnet Asset Management Inc554KShares$10.8 Million0.0% of portfolio