Prosperity Planning, Inc. Ishares S&P 500 Growth ETF Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 25,145 shares of IVW stock, worth $3.04 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

25,145

Previous 25,654 1.98%

Holding current value

$3.04 Million

Previous $2.82 Million 7.47%

% of portfolio

0.86%

Previous 0.85%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$108.97 - $121.65 $55,465 - $61,919	-509 Reduced 1.98%	25,145 $3.04 Million
Q2 2025 Jul 11, 2025	SELL	$82.96 - $110.1 $27,791 - $36,883	-335 Reduced 1.29%	25,654 $2.82 Million
Q1 2025 Apr 10, 2025	SELL	$92.45 - $106.69 $1,941 - $2,240	-21 Reduced 0.08%	25,989 $2.41 Million
Q4 2024 Jan 16, 2025	SELL	$94.43 - $105.47 $20,113 - $22,465	-213 Reduced 0.81%	26,010 $2.64 Million
Q3 2024 Oct 07, 2024	SELL	$84.77 - $97.13 $18,903 - $21,659	-223 Reduced 0.84%	26,223 $2.51 Million
Q2 2024 Jul 23, 2024	BUY	$79.31 - $93.31 $91,682 - $107,866	1,156 Added 4.57%	26,446 $2.45 Million
Q1 2024 Apr 15, 2024	BUY	$72.87 - $85.14 $81,322 - $95,016	1,116 Added 4.62%	25,290 $2.14 Million
Q4 2023 Feb 05, 2024	BUY	$65.78 - $75.4 $24,272 - $27,822	369 Added 1.55%	24,174 $1.82 Million
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $41,170 - $43,959	605 Added 2.61%	23,805 $1.63 Million
Q2 2023 Jul 13, 2023	SELL	$63.21 - $70.48 $29,329 - $32,702	-464 Reduced 1.96%	23,200 $1.64 Million
Q1 2023 Apr 13, 2023	BUY	$57.25 - $63.89 $69,730 - $77,818	1,218 Added 5.43%	23,664 $1.51 Million
Q3 2022 Oct 12, 2022	BUY	$57.85 - $71.43 $701,836 - $866,588	12,132 Added 117.63%	22,446 $1.3 Million
Q4 2021 Jan 21, 2022	SELL	$73.18 - $84.81 $18,002 - $20,863	-246 Reduced 2.33%	10,314 $863,000
Q3 2021 Oct 08, 2021	BUY	$72.99 - $79.0 $3,065 - $3,318	42 Added 0.4%	10,560 $780,000
Q2 2021 Jul 13, 2021	SELL	$65.96 - $72.81 $593 - $655	-9 Reduced 0.09%	10,518 $765,000
Q1 2021 Apr 12, 2021	SELL	$61.43 - $67.25 $268,449 - $293,882	-4,370 Reduced 29.33%	10,527 $685,000
Q4 2020 Feb 01, 2021	BUY	$56.17 - $63.82 $836,764 - $950,726	14,897 New	14,897 $951,000

Others Institutions Holding IVW

# of Institutions

2,175

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History