A detailed history of Prosperity Planning, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Prosperity Planning, Inc. holds 17,926 shares of ITOT stock, worth $2.33 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
17,926
Previous 19,449 7.83%
Holding current value
$2.33 Million
Previous $2.31 Million 2.55%
% of portfolio
0.73%
Previous 0.8%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$113.41 - $125.62 $172,723 - $191,319
-1,523 Reduced 7.83%
17,926 $2.25 Million
Q2 2024

Jul 23, 2024

SELL
$108.78 - $119.23 $2,175 - $2,384
-20 Reduced 0.1%
19,449 $2.31 Million
Q1 2024

Apr 15, 2024

SELL
$103.16 - $115.3 $13,617 - $15,219
-132 Reduced 0.67%
19,469 $2.24 Million
Q4 2023

Feb 05, 2024

SELL
$90.04 - $105.69 $8,643 - $10,146
-96 Reduced 0.49%
19,601 $2.06 Million
Q3 2023

Oct 24, 2023

SELL
$93.72 - $101.39 $2,905 - $3,143
-31 Reduced 0.16%
19,697 $1.86 Million
Q2 2023

Jul 13, 2023

SELL
$89.03 - $97.84 $979 - $1,076
-11 Reduced 0.06%
19,728 $1.93 Million
Q1 2023

Apr 13, 2023

BUY
$84.12 - $93.15 $925 - $1,024
11 Added 0.06%
19,739 $1.79 Million
Q3 2022

Oct 12, 2022

SELL
$79.54 - $95.9 $2,386 - $2,877
-30 Reduced 0.15%
19,728 $1.57 Million
Q4 2021

Jan 21, 2022

BUY
$98.24 - $107.61 $4,322 - $4,734
44 Added 0.22%
19,758 $2.11 Million
Q3 2021

Oct 08, 2021

BUY
$97.33 - $103.96 $1,459 - $1,559
15 Added 0.08%
19,714 $1.94 Million
Q2 2021

Jul 13, 2021

SELL
$92.76 - $98.86 $2,040 - $2,174
-22 Reduced 0.11%
19,699 $1.95 Million
Q1 2021

Apr 12, 2021

BUY
$85.12 - $92.58 $340 - $370
4 Added 0.02%
19,721 $1.81 Million
Q4 2020

Feb 01, 2021

BUY
$74.05 - $86.22 $1.46 Million - $1.7 Million
19,717 New
19,717 $1.7 Million

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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