Prosperity Planning, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Prosperity Planning, Inc. holds 206,030 shares of IGSB stock, worth $10.8 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

206,030

Previous 195,711 5.27%

Holding current value

$10.8 Million

Previous $10 Million 5.18%

% of portfolio

3.64%

Previous 3.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$50.64 - $51.3 $522,554 - $529,364	10,319 Added 5.27%	206,030 $10.6 Million
Q1 2024 Apr 15, 2024	BUY	$50.95 - $51.48 $978,647 - $988,827	19,208 Added 10.88%	195,711 $10 Million
Q4 2023 Feb 05, 2024	BUY	$49.4 - $51.28 $569,977 - $591,668	11,538 Added 6.99%	176,503 $9.05 Million
Q3 2023 Oct 24, 2023	BUY	$49.74 - $50.37 $391,105 - $396,059	7,863 Added 5.01%	164,965 $8.22 Million
Q2 2023 Jul 13, 2023	BUY	$50.02 - $50.76 $439,725 - $446,231	8,791 Added 5.93%	157,102 $7.88 Million
Q1 2023 Apr 13, 2023	BUY	$49.56 - $50.75 $567,908 - $581,544	11,459 Added 8.37%	148,311 $7.5 Million
Q3 2022 Oct 12, 2022	BUY	$49.5 - $51.27 $1.03 Million - $1.06 Million	20,765 Added 17.89%	136,852 $6.74 Million
Q4 2021 Jan 21, 2022	BUY	$53.82 - $54.66 $745,837 - $757,478	13,858 Added 13.56%	116,087 $6.26 Million
Q3 2021 Oct 08, 2021	BUY	$54.6 - $54.92 $314,605 - $316,449	5,762 Added 5.97%	102,229 $5.59 Million
Q2 2021 Jul 13, 2021	BUY	$54.57 - $54.92 $775,275 - $780,248	14,207 Added 17.27%	96,467 $5.29 Million
Q1 2021 Apr 12, 2021	BUY	$54.5 - $55.17 $1.42 Million - $1.44 Million	26,041 Added 46.32%	82,260 $4.5 Million
Q4 2020 Feb 01, 2021	BUY	$54.79 - $55.17 $3.08 Million - $3.1 Million	56,219 New	56,219 $3.1 Million

Others Institutions Holding IGSB

# of Institutions

954

Shares Held

309M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

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 Trust Ishares 1 5 Year Transaction History