Prosperity Planning, Inc. Ishares Tr Edge Msci Intl Valu Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Prosperity Planning, Inc. holds 136,523 shares of IVLU stock, worth $5.04 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

136,523

Previous 146,455 6.78%

Holding current value

$5.04 Million

Previous $4.82 Million 0.56%

% of portfolio

1.38%

Previous 1.46%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$32.53 - $35.69 $323,087 - $354,473	-9,932 Reduced 6.78%	136,523 $4.84 Million
Q2 2025 Jul 11, 2025	SELL	$26.69 - $33.44 $135,718 - $170,042	-5,085 Reduced 3.36%	146,455 $4.82 Million
Q1 2025 Apr 10, 2025	SELL	$26.71 - $31.58 $227,569 - $269,061	-8,520 Reduced 5.32%	151,540 $4.63 Million
Q4 2024 Jan 16, 2025	SELL	$26.65 - $29.34 $433,622 - $477,391	-16,271 Reduced 9.23%	160,060 $4.34 Million
Q3 2024 Oct 07, 2024	SELL	$26.43 - $29.86 $508,803 - $574,834	-19,251 Reduced 9.84%	176,331 $5.21 Million
Q2 2024 Jul 23, 2024	SELL	$27.14 - $29.24 $622,075 - $670,210	-22,921 Reduced 10.49%	195,582 $5.37 Million
Q1 2024 Apr 15, 2024	BUY	$25.93 - $28.27 $307,840 - $335,621	11,872 Added 5.75%	218,503 $6.17 Million
Q4 2023 Feb 05, 2024	BUY	$23.94 - $26.72 $131,454 - $146,719	5,491 Added 2.73%	206,631 $5.48 Million
Q3 2023 Oct 24, 2023	BUY	$24.89 - $26.5 $87,612 - $93,280	3,520 Added 1.78%	201,140 $5.1 Million
Q2 2023 Jul 13, 2023	BUY	$24.42 - $25.75 $130,940 - $138,071	5,362 Added 2.79%	197,620 $5.03 Million
Q1 2023 Apr 13, 2023	BUY	$23.32 - $25.31 $86,190 - $93,545	3,696 Added 1.96%	192,258 $4.77 Million
Q3 2022 Oct 12, 2022	BUY	$19.73 - $23.14 $662,474 - $776,971	33,577 Added 21.66%	188,562 $3.72 Million
Q4 2021 Jan 21, 2022	BUY	$24.53 - $26.4 $346,510 - $372,926	14,126 Added 10.03%	154,985 $3.94 Million
Q3 2021 Oct 08, 2021	BUY	$24.83 - $26.48 $86,035 - $91,753	3,465 Added 2.52%	140,859 $3.62 Million
Q2 2021 Jul 13, 2021	BUY	$25.36 - $27.3 $220,936 - $237,837	8,712 Added 6.77%	137,394 $3.55 Million
Q1 2021 Apr 12, 2021	BUY	$22.75 - $25.72 $263,831 - $298,274	11,597 Added 9.9%	128,682 $3.25 Million
Q4 2020 Feb 01, 2021	BUY	$18.72 - $23.04 $2.19 Million - $2.7 Million	117,085 New	117,085 $2.67 Million

Others Institutions Holding IVLU

# of Institutions

337

Shares Held

61.1M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

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Prosperity Planning, Inc. Ishares Tr Edge Msci Intl Valu Transaction History