Prosperity Planning, Inc. Ishares Tr Edge Msci Intl Valu Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 2024
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 195,582 shares of IVLU stock, worth $5.65 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
195,582
Previous 218,503
10.49%
Holding current value
$5.65 Million
Previous $6.17 Million
13.0%
% of portfolio
1.85%
Previous 2.14%
Shares
12 transactions
Others Institutions Holding IVLU
# of Institutions
243Shares Held
55.3MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.7MShares$426 Million0.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.6MShares$191 Million0.46% of portfolio
-
Envestnet Asset Management Inc6.22MShares$180 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.38MShares$97.6 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$95.4 Million1.82% of portfolio