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

Prosperity Planning, Inc.

$302 Million
Q4 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 13,094 shares of IUSB stock, worth $602,324. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,094

Previous 15,128 13.45%

Holding current value

$602,324

Previous $712,000 16.99%

% of portfolio

0.2%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$45.07 - $47.1 $91,672 - $95,801	-2,034 Reduced 13.45%	13,094 $591,000
Q3 2024 Oct 07, 2024	BUY	$44.83 - $47.42 $63,658 - $67,336	1,420 Added 10.36%	15,128 $712,000
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

774

Shares Held

701M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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