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

Prosperity Planning, Inc.

$307 Million
Q1 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 25,989 shares of IVW stock, worth $2.72 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

25,989

Previous 26,010 0.08%

Holding current value

$2.72 Million

Previous $2.64 Million 8.9%

% of portfolio

0.78%

Previous 0.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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