Prosperity Planning, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 9,042 shares of IJH stock, worth $560,784. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,042

Previous 9,084 0.46%

Holding current value

$560,784

Previous $531,000 6.03%

% of portfolio

0.18%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$57.32 - $62.65 $2,407 - $2,631	-42 Reduced 0.46%	9,042 $563,000
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $416,523 - $2.08 Million	7,310 Added 412.06%	9,084 $551,000
Q4 2023 Feb 05, 2024	SELL	$232.04 - $279.85 $31,789 - $38,339	-137 Reduced 7.17%	1,774 $491,000
Q3 2023 Oct 24, 2023	BUY	$246.15 - $272.4 $31,261 - $34,594	127 Added 7.12%	1,911 $476,000
Q1 2023 Apr 13, 2023	BUY	$237.25 - $271.72 $423,254 - $484,748	1,784 New	1,784 $446,000
Q3 2022 Oct 12, 2022	BUY	$43.85 - $263.28 $175 - $1,053	4 Added 0.22%	1,794 $393,000
Q3 2021 Oct 08, 2021	SELL	$256.44 - $277.04 $256 - $277	-1 Reduced 0.06%	1,790 $471,000
Q2 2021 Jul 13, 2021	SELL	$260.21 - $276.38 $1,821 - $1,934	-7 Reduced 0.39%	1,791 $481,000
Q1 2021 Apr 12, 2021	SELL	$226.3 - $267.93 $1,131 - $1,339	-5 Reduced 0.28%	1,798 $468,000
Q4 2020 Feb 01, 2021	BUY	$187.77 - $230.69 $338,549 - $415,934	1,803 New	1,803 $414,000

Others Institutions Holding IJH

# of Institutions

2,398

Shares Held

1.04B

Call Options Held

711K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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 Core S&P Mid Cap ETF Transaction History