Prosperity Planning, Inc. Ishares Russell Mid Cap Growth Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,677 shares of IWP stock, worth $349,134. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,677

Previous 2,832 5.47%

Holding current value

$349,134

Previous $332,000 2.11%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$116.4 - $138.52 $18,042 - $21,470	-155 Reduced 5.47%	2,677 $339,000
Q3 2024 Oct 07, 2024	SELL	$103.87 - $117.59 $3,116 - $3,527	-30 Reduced 1.05%	2,832 $332,000
Q2 2024 Jul 23, 2024	SELL	$105.7 - $113.43 $2,325 - $2,495	-22 Reduced 0.76%	2,862 $315,000
Q1 2024 Apr 15, 2024	SELL	$100.66 - $114.14 $6,140 - $6,962	-61 Reduced 2.07%	2,884 $329,000
Q4 2023 Feb 05, 2024	SELL	$85.66 - $105.12 $13,534 - $16,608	-158 Reduced 5.09%	2,945 $307,000
Q3 2023 Oct 24, 2023	SELL	$89.97 - $100.32 $8,817 - $9,831	-98 Reduced 3.06%	3,103 $283,000
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $12,280 - $13,528	140 Added 4.57%	3,201 $309,000
Q1 2023 Apr 13, 2023	BUY	$82.89 - $94.68 $19,810 - $22,628	239 Added 8.47%	3,061 $278,000
Q3 2022 Oct 12, 2022	BUY	$78.02 - $94.38 $220,172 - $266,340	2,822 New	2,822 $221,000

Others Institutions Holding IWP

# of Institutions

1,215

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Prosperity Planning, Inc. Ishares Russell Mid Cap Growth Transaction History