A detailed history of Prosperity Planning, Inc. transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,321 shares of IJS stock, worth $223,930. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,321
Previous 2,424 4.25%
Holding current value
$223,930
Previous $249,000 4.42%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$95.88 - $102.78 $9,875 - $10,586
-103 Reduced 4.25%
2,321 $238,000
Q4 2023

Feb 05, 2024

SELL
$82.1 - $104.53 $3,284 - $4,181
-40 Reduced 1.62%
2,424 $249,000
Q3 2023

Oct 24, 2023

SELL
$87.64 - $100.82 $5,258 - $6,049
-60 Reduced 2.38%
2,464 $219,000
Q1 2023

Apr 13, 2023

SELL
$88.82 - $106.56 $12,612 - $15,131
-142 Reduced 5.33%
2,524 $236,000
Q1 2021

Apr 12, 2021

SELL
N/A
-86 Reduced 3.13%
2,666 $269,000
Q4 2020

Feb 01, 2021

BUY
N/A
2,752 New
2,752 $224,000

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

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.