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

Prosperity Planning, Inc.

$302 Million
Q4 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 225,973 shares of IGSB stock, worth $11.7 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

225,973

Previous 213,779 5.7%

Holding current value

$11.7 Million

Previous $11.3 Million 3.78%

% of portfolio

3.87%

Previous 3.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$51.54 - $52.55 $628,478 - $640,794	12,194 Added 5.7%	225,973 $11.7 Million
Q3 2024 Oct 07, 2024	BUY	$51.02 - $52.74 $395,353 - $408,682	7,749 Added 3.76%	213,779 $11.3 Million
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	$49.08 - $51.27 $1.02 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

1,007

Shares Held

327M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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