Prosperity Planning, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Prosperity Planning, Inc.

  • $302 Million
  • Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,291 shares of IWO stock, worth $989,735. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,291
Previous 3,497 5.89%
Holding current value
$989,735
Previous $993,000 4.63%
% of portfolio
0.31%
Previous 0.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$278.19 - $315.36 $57,307 - $64,964
-206 Reduced 5.89%
3,291 $947,000
Q3 2024

Oct 07, 2024
SELL
$256.4 - $289.78 $54,613 - $61,723
-213 Reduced 5.74%
3,497 $993,000
Q2 2024

Jul 23, 2024
SELL
$245.29 - $268.7 $3,924 - $4,299
-16 Reduced 0.43%
3,710 $973,000
Q1 2024

Apr 15, 2024
SELL
$239.5 - $270.8 $7,185 - $8,124
-30 Reduced 0.8%
3,726 $1.01 Million
Q4 2023

Feb 05, 2024
SELL
$204.07 - $257.57 $96,116 - $121,315
-471 Reduced 11.14%
3,756 $947,000
Q3 2023

Oct 24, 2023
SELL
$221.24 - $254.04 $5,088 - $5,842
-23 Reduced 0.54%
4,227 $947,000
Q2 2023

Jul 13, 2023
SELL
$219.8 - $242.66 $14,946 - $16,500
-68 Reduced 1.57%
4,250 $1.03 Million
Q1 2023

Apr 13, 2023
BUY
$212.51 - $245.01 $27,201 - $31,361
128 Added 3.05%
4,318 $979,000
Q3 2022

Oct 12, 2022
BUY
$202.93 - $248.43 $327,529 - $400,966
1,614 Added 62.66%
4,190 $866,000
Q4 2021

Jan 21, 2022
SELL
$280.02 - $327.35 $840 - $982
-3 Reduced 0.12%
2,576 $755,000
Q3 2021

Oct 08, 2021
BUY
$284.4 - $314.06 $10,238 - $11,306
36 Added 1.42%
2,579 $757,000
Q1 2021

Apr 12, 2021
SELL
$282.5 - $336.63 $32,205 - $38,375
-114 Reduced 4.29%
2,543 $765,000
Q4 2020

Feb 01, 2021
BUY
$223.17 - $294.86 $592,962 - $783,443
2,657 New
2,657 $762,000

Others Institutions Holding IWO

# of Institutions
1,071
Shares Held
32.8M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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