Prosperity Planning, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Prosperity Planning, Inc. holds 834,509 shares of ISTB stock, worth $40.5 Million. This represents 13.12% of its overall portfolio holdings.

Number of Shares

834,509

Previous 792,445 5.31%

Holding current value

$40.5 Million

Previous $37.9 Million 6.52%

% of portfolio

13.12%

Previous 12.52%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$47.59 - $48.35 $2 Million - $2.03 Million	42,064 Added 5.31%	834,509 $40.3 Million
Q4 2024 Jan 16, 2025	BUY	$47.58 - $48.56 $2.27 Million - $2.32 Million	47,752 Added 6.41%	792,445 $37.9 Million
Q3 2024 Oct 07, 2024	BUY	$47.18 - $48.74 $390,886 - $403,810	8,285 Added 1.13%	744,693 $36.3 Million
Q2 2024 Jul 23, 2024	BUY	$46.84 - $47.46 $1.36 Million - $1.38 Million	29,101 Added 4.11%	736,408 $34.9 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $47.73 $2.76 Million - $2.79 Million	58,482 Added 9.01%	707,307 $33.6 Million
Q4 2023 Feb 05, 2024	SELL	$46.0 - $47.56 $221,720 - $229,239	-4,820 Reduced 0.74%	648,825 $30.9 Million
Q3 2023 Oct 24, 2023	BUY	$46.26 - $46.9 $1.22 Million - $1.24 Million	26,439 Added 4.22%	653,645 $30.3 Million
Q2 2023 Jul 13, 2023	BUY	$46.63 - $47.38 $909,191 - $923,815	19,498 Added 3.21%	627,206 $29.3 Million
Q1 2023 Apr 13, 2023	BUY	$46.16 - $47.28 $3.62 Million - $3.71 Million	78,388 Added 14.81%	607,708 $28.7 Million
Q3 2022 Oct 12, 2022	BUY	$45.93 - $47.9 $742,228 - $774,064	16,160 Added 3.15%	529,320 $24.4 Million
Q4 2021 Jan 21, 2022	BUY	$50.4 - $51.06 $1.84 Million - $1.86 Million	36,424 Added 7.64%	513,160 $25.9 Million
Q3 2021 Oct 08, 2021	BUY	$51.04 - $51.35 $1.62 Million - $1.63 Million	31,834 Added 7.16%	476,736 $24.3 Million
Q2 2021 Jul 13, 2021	BUY	$51.18 - $51.42 $2.68 Million - $2.7 Million	52,418 Added 13.36%	444,902 $22.8 Million
Q1 2021 Apr 12, 2021	BUY	$51.2 - $51.67 $3.14 Million - $3.17 Million	61,369 Added 18.53%	392,484 $20.1 Million
Q4 2020 Feb 01, 2021	BUY	$51.33 - $51.65 $17 Million - $17.1 Million	331,115 New	331,115 $17.1 Million

Others Institutions Holding ISTB

# of Institutions

410

Shares Held

60.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Prosperity Planning, Inc. Ihares Core 1 5 Years Usd Bond Transaction History