Prosperity Planning, Inc. Ishares Russell 2000 ETF Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 1,644 shares of IWM stock, worth $392,028. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,644

Previous 1,666 1.32%

Holding current value

$392,028

Previous $338,000 7.4%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$200.87 - $224.6 $4,419 - $4,941	-22 Reduced 1.32%	1,644 $363,000
Q2 2024 Jul 23, 2024	SELL	$192.84 - $209.44 $26,226 - $28,483	-136 Reduced 7.55%	1,666 $338,000
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $4,358 - $4,836	23 Added 1.29%	1,802 $378,000
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $3,835 - $4,371	-22 Reduced 1.22%	1,779 $314,000
Q3 2022 Oct 12, 2022	BUY	$164.17 - $201.07 $328 - $402	2 Added 0.11%	1,801 $297,000
Q3 2021 Oct 08, 2021	SELL	$211.73 - $231.39 $3,387 - $3,702	-16 Reduced 0.88%	1,799 $393,000
Q2 2021 Jul 13, 2021	SELL	$211.85 - $232.89 $54,233 - $59,619	-256 Reduced 12.36%	1,815 $416,000
Q1 2021 Apr 12, 2021	SELL	$193.5 - $234.42 $31,927 - $38,679	-165 Reduced 7.38%	2,071 $458,000
Q4 2020 Feb 01, 2021	BUY	$152.18 - $199.14 $340,274 - $445,277	2,236 New	2,236 $438,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Prosperity Planning, Inc. Ishares Russell 2000 ETF Transaction History