Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2030 Ter Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 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 15,517 shares of IBTK stock, worth $308,012. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,517
Previous 14,881
4.27%
Holding current value
$308,012
Previous $292,000
5.14%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IBTK
# of Institutions
139Shares Held
19.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$22.9 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.4 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio