Prosperity Planning, Inc. Ishares S&P 500 Value ETF Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 81,404 shares of IVE stock, worth $15.7 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
81,404
Previous 87,569
7.04%
Holding current value
$15.7 Million
Previous $16.4 Million
9.43%
% of portfolio
5.11%
Previous 5.67%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio