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

413

Shares Held

107M

Call Options Held

6.2K

Put Options Held

9.1K

View Full List

About ISHARES TR CORE INTL AGGREGATE

Ticker IAGG
Sector ETFs
Industry ETFs

More about IAGG

Track This Portfolio

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.

Account

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