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

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,301 shares of IWF stock, worth $930,478. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,301

Previous 2,301 -0.0%

Holding current value

$930,478

Previous $838,000 2.98%

% of portfolio

0.28%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$256.94 - $304.21 $11,305 - $13,385	-44 Reduced 1.88%	2,301 $697,000
Q2 2023 Jul 13, 2023	SELL	$239.31 - $275.18 $2,871 - $3,302	-12 Reduced 0.51%	2,345 $645,000
Q3 2022 Oct 12, 2022	SELL	$210.4 - $257.47 $73,640 - $90,114	-350 Reduced 12.93%	2,357 $496,000
Q4 2021 Jan 21, 2022	SELL	$270.99 - $309.52 $45,255 - $51,689	-167 Reduced 5.81%	2,707 $827,000
Q3 2021 Oct 08, 2021	BUY	$272.07 - $292.68 $4,353 - $4,682	16 Added 0.56%	2,874 $788,000
Q2 2021 Jul 13, 2021	BUY	$244.58 - $272.16 $184,902 - $205,752	756 Added 35.97%	2,858 $776,000
Q1 2021 Apr 12, 2021	SELL	$230.04 - $254.69 $63,491 - $70,294	-276 Reduced 11.61%	2,102 $511,000
Q4 2020 Feb 01, 2021	BUY	$209.58 - $241.25 $498,381 - $573,692	2,378 New	2,378 $574,000

Others Institutions Holding IWF

# of Institutions

2,223

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

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 Russell 1000 Gr ETF Transaction History