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

Prosperity Planning, Inc.

$307 Million
Q1 2025

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 3,247 shares of IWO stock, worth $823,276. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,247

Previous 3,291 1.34%

Holding current value

$823,276

Previous $947,000 11.72%

% of portfolio

0.27%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$254.58 - $302.92 $11,201 - $13,328	-44 Reduced 1.34%	3,247 $836,000
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

1,120

Shares Held

33.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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