Prosperity Planning, Inc. Ishares Tr Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,535 shares of IEFA stock, worth $225,209. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,535

Previous 2,754 7.95%

Holding current value

$225,209

Previous $210,000 0.48%

% of portfolio

0.06%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$67.83 - $84.09 $14,854 - $18,415	-219 Reduced 7.95%	2,535 $211,000
Q1 2025 Apr 10, 2025	SELL	$69.57 - $78.65 $18,227 - $20,606	-262 Reduced 8.69%	2,754 $210,000
Q3 2024 Oct 07, 2024	SELL	$70.09 - $78.74 $1,541 - $1,732	-22 Reduced 0.72%	3,016 $235,000
Q2 2024 Jul 23, 2024	SELL	$70.77 - $76.19 $2,547 - $2,742	-36 Reduced 1.17%	3,038 $220,000
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $1,226 - $1,339	-18 Reduced 0.58%	3,074 $228,000
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $189,539 - $217,893	3,092 New	3,092 $217,000
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $1,848 - $1,934	-28 Reduced 0.89%	3,134 $211,000
Q1 2023 Apr 13, 2023	BUY	$62.17 - $67.7 $196,581 - $214,067	3,162 New	3,162 $211,000
Q2 2022 Jul 11, 2022	SELL	$57.91 - $70.46 $181,258 - $220,539	-3,130 Closed	0 $0
Q3 2021 Oct 08, 2021	BUY	$72.98 - $78.2 $228,427 - $244,766	3,130 New	3,130 $232,000

Others Institutions Holding IEFA

# of Institutions

2,359

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

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About ISHARES TR

Ticker IEFA
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Prosperity Planning, Inc. Ishares Tr Transaction History