Prosperity Planning, Inc. Ishares Russell 1000 Val ETF Transaction History

Prosperity Planning, Inc.

$330 Million
Q2 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 8,914 shares of IWD stock, worth $1.74 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

8,914

Previous 8,960 0.51%

Holding current value

$1.74 Million

Previous $1.67 Million 3.78%

% of portfolio

0.52%

Previous 0.54%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$166.82 - $194.23 $7,673 - $8,934	-46 Reduced 0.51%	8,914 $1.73 Million
Q1 2025 Apr 10, 2025	SELL	$182.82 - $196.21 $34,370 - $36,887	-188 Reduced 2.06%	8,960 $1.67 Million
Q4 2024 Jan 16, 2025	SELL	$183.23 - $199.79 $45,441 - $49,547	-248 Reduced 2.64%	9,148 $1.69 Million
Q3 2024 Oct 07, 2024	SELL	$173.36 - $189.8 $49,060 - $53,713	-283 Reduced 2.92%	9,396 $1.78 Million
Q2 2024 Jul 23, 2024	SELL	$169.4 - $179.05 $17,787 - $18,800	-105 Reduced 1.07%	9,679 $1.69 Million
Q1 2024 Apr 15, 2024	SELL	$161.84 - $179.11 $8,901 - $9,851	-55 Reduced 0.56%	9,784 $1.75 Million
Q4 2023 Feb 05, 2024	SELL	$143.69 - $165.7 $94,404 - $108,864	-657 Reduced 6.26%	9,839 $1.63 Million
Q3 2023 Oct 24, 2023	SELL	$151.73 - $163.56 $44,305 - $47,759	-292 Reduced 2.71%	10,496 $1.59 Million
Q1 2023 Apr 13, 2023	SELL	$145.2 - $161.56 $2,758 - $3,069	-19 Reduced 0.18%	10,788 $1.64 Million
Q3 2022 Oct 12, 2022	SELL	$135.99 - $161.15 $77,378 - $91,694	-569 Reduced 5.0%	10,807 $1.47 Million
Q4 2021 Jan 21, 2022	SELL	$157.12 - $168.08 $18,383 - $19,665	-117 Reduced 1.02%	11,376 $1.91 Million
Q3 2021 Oct 08, 2021	SELL	$154.62 - $164.07 $16,080 - $17,063	-104 Reduced 0.9%	11,493 $1.8 Million
Q2 2021 Jul 13, 2021	SELL	$152.86 - $162.4 $34,240 - $36,377	-224 Reduced 1.89%	11,597 $1.84 Million
Q1 2021 Apr 12, 2021	SELL	$134.89 - $153.0 $44,918 - $50,949	-333 Reduced 2.74%	11,821 $1.79 Million
Q4 2020 Feb 01, 2021	BUY	$115.84 - $136.73 $1.41 Million - $1.66 Million	12,154 New	12,154 $1.66 Million

Others Institutions Holding IWD

# of Institutions

1,942

Shares Held

271M

Call Options Held

707K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Prosperity Planning, Inc. Ishares Russell 1000 Val ETF Transaction History