Prosperity Planning, Inc. Ishares Core Total Usd Bond Ma Transaction History

Prosperity Planning, Inc.

$290 Million
Q2 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Prosperity Planning, Inc. holds 13,708 shares of IUSB stock, worth $644,687. This represents 0.21% of its overall portfolio holdings.

Number of Shares

13,708

Previous 14,091 2.72%

Holding current value

$644,687

Previous $642,000 3.58%

% of portfolio

0.21%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$44.3 - $45.58 $16,966 - $17,457	-383 Reduced 2.72%	13,708 $619,000
Q1 2024 Apr 15, 2024	BUY	$45.02 - $46.27 $161,846 - $166,340	3,595 Added 34.25%	14,091 $642,000
Q4 2023 Feb 05, 2024	SELL	$42.6 - $46.25 $43,494 - $47,221	-1,021 Reduced 8.87%	10,496 $483,000
Q3 2023 Oct 24, 2023	BUY	$43.62 - $45.64 $4,318 - $4,518	99 Added 0.87%	11,517 $503,000
Q2 2023 Jul 13, 2023	BUY	$45.12 - $46.45 $50,805 - $52,302	1,126 Added 10.94%	11,418 $519,000
Q1 2023 Apr 13, 2023	BUY	$44.68 - $46.69 $90,074 - $94,127	2,016 Added 24.36%	10,292 $474,000
Q3 2022 Oct 12, 2022	BUY	$44.1 - $48.01 $64,297 - $69,998	1,458 Added 21.38%	8,276 $368,000
Q4 2021 Jan 21, 2022	SELL	$52.59 - $53.43 $99,184 - $100,768	-1,886 Reduced 21.67%	6,818 $361,000
Q3 2021 Oct 08, 2021	BUY	$53.21 - $53.97 $44,164 - $44,795	830 Added 10.54%	8,704 $463,000
Q2 2021 Jul 13, 2021	BUY	$52.74 - $53.49 $52,845 - $53,596	1,002 Added 14.58%	7,874 $421,000
Q1 2021 Apr 12, 2021	BUY	$52.55 - $54.49 $361,123 - $374,455	6,872 New	6,872 $362,000

Others Institutions Holding IUSB

# of Institutions

682

Shares Held

616M

Call Options Held

800

Put Options Held

900

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

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 Total Usd Bond Ma Transaction History