Prosperity Consulting Group, LLC Ishares Russell 1000 Val ETF Transaction History

Prosperity Consulting Group, LLC

  • $1.35 Billion
  • Q2 2025

A detailed history of Prosperity Consulting Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 5,204 shares of IWD stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,204
Previous 3,362 54.79%
Holding current value
$1.05 Million
Previous $632,000 59.81%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Aug 05, 2025
BUY
$166.82 - $194.23 $307,282 - $357,771
1,842 Added 54.79%
5,204 $1.01 Million
Q1 2025

May 07, 2025
SELL
$182.82 - $196.21 $2.69 Million - $2.88 Million
-14,696 Reduced 81.38%
3,362 $632,000
Q4 2024

Feb 14, 2025
BUY
$183.23 - $199.79 $2.69 Million - $2.93 Million
14,671 Added 433.16%
18,058 $3.34 Million
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $114,590 - $125,457
-661 Reduced 16.33%
3,387 $642,000
Q2 2024

Aug 08, 2024
SELL
$169.4 - $179.05 $63,355 - $66,964
-374 Reduced 8.46%
4,048 $706,000
Q1 2024

May 01, 2024
SELL
$161.84 - $179.11 $2.55 Million - $2.82 Million
-15,757 Reduced 78.09%
4,422 $792,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $2.16 Million - $2.5 Million
15,058 Added 294.04%
20,179 $3.33 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $777,009 - $837,590
5,121 New
5,121 $777,000

Others Institutions Holding IWD

# of Institutions
1,963
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Prosperity Consulting Group, LLC Portfolio

Follow Prosperity Consulting Group, LLC 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 Consulting Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Consulting Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email