Prosperity Planning, Inc. Ishares Tr Core Intl Aggregate Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Prosperity Planning, Inc. holds 36,219 shares of IAGG stock, worth $1.84 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

36,219

Previous 37,197 2.63%

Holding current value

$1.84 Million

Previous $1.86 Million 2.48%

% of portfolio

0.59%

Previous 0.61%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$49.42 - $50.43 $48,332 - $49,320	-978 Reduced 2.63%	36,219 $1.81 Million
Q4 2024 Jan 16, 2025	BUY	$49.87 - $52.46 $10,422 - $10,964	209 Added 0.57%	37,197 $1.86 Million
Q3 2024 Oct 07, 2024	SELL	$49.77 - $51.95 $8,659 - $9,039	-174 Reduced 0.47%	36,988 $1.92 Million
Q2 2024 Jul 23, 2024	BUY	$49.28 - $50.11 $71,800 - $73,010	1,457 Added 4.08%	37,162 $1.86 Million
Q1 2024 Apr 15, 2024	BUY	$49.17 - $49.97 $34,910 - $35,478	710 Added 2.03%	35,705 $1.78 Million
Q4 2023 Feb 05, 2024	BUY	$48.37 - $51.03 $86,340 - $91,088	1,785 Added 5.37%	34,995 $1.74 Million
Q3 2023 Oct 24, 2023	SELL	$48.59 - $49.48 $14,625 - $14,893	-301 Reduced 0.9%	33,210 $1.62 Million
Q2 2023 Jul 13, 2023	BUY	$48.63 - $49.36 $115,350 - $117,081	2,372 Added 7.62%	33,511 $1.65 Million
Q1 2023 Apr 13, 2023	SELL	$47.74 - $49.08 $61,489 - $63,215	-1,288 Reduced 3.97%	31,139 $1.52 Million
Q3 2022 Oct 12, 2022	BUY	$47.99 - $51.59 $1.01 Million - $1.08 Million	20,943 Added 182.37%	32,427 $1.57 Million
Q4 2021 Jan 21, 2022	BUY	$54.48 - $55.71 $100,188 - $102,450	1,839 Added 19.07%	11,484 $626,000
Q3 2021 Oct 08, 2021	BUY	$55.02 - $56.01 $4,731 - $4,816	86 Added 0.9%	9,645 $531,000
Q2 2021 Jul 13, 2021	BUY	$54.55 - $55.19 $73,642 - $74,506	1,350 Added 16.45%	9,559 $527,000
Q1 2021 Apr 12, 2021	BUY	$54.65 - $56.18 $62,956 - $64,719	1,152 Added 16.32%	8,209 $450,000
Q4 2020 Feb 01, 2021	BUY	$55.57 - $56.21 $392,157 - $396,673	7,057 New	7,057 $397,000

Others Institutions Holding IAGG

# of Institutions

408

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR CORE INTL AGGREGATE

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Prosperity Planning, Inc. Ishares Tr Core Intl Aggregate Transaction History