Prosperity Planning, Inc. Ishares Russell Midcap Value E Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Prosperity Planning, Inc. holds 6,160 shares of IWS stock, worth $796,980. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,160

Previous 6,225 1.04%

Holding current value

$796,980

Previous $805,000 4.35%

% of portfolio

0.25%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$122.59 - $135.24 $7,968 - $8,790	-65 Reduced 1.04%	6,160 $770,000
Q4 2024 Jan 16, 2025	SELL	$128.08 - $140.32 $9,606 - $10,524	-75 Reduced 1.19%	6,225 $805,000
Q3 2024 Oct 07, 2024	SELL	$119.52 - $132.25 $10,278 - $11,373	-86 Reduced 1.35%	6,300 $833,000
Q4 2023 Feb 05, 2024	SELL	$97.63 - $117.08 $683 - $819	-7 Reduced 0.11%	6,386 $742,000
Q3 2023 Oct 24, 2023	SELL	$103.48 - $114.68 $13,348 - $14,793	-129 Reduced 1.98%	6,393 $667,000
Q2 2023 Jul 13, 2023	SELL	$101.5 - $109.84 $13,296 - $14,389	-131 Reduced 1.97%	6,522 $716,000
Q1 2023 Apr 13, 2023	SELL	$100.22 - $116.23 $4,910 - $5,695	-49 Reduced 0.73%	6,653 $706,000
Q3 2022 Oct 12, 2022	BUY	$96.05 - $115.74 $643,727 - $775,689	6,702 New	6,702 $644,000

Others Institutions Holding IWS

# of Institutions

1,024

Shares Held

97.6M

Call Options Held

9.5K

Put Options Held

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About ISHARES RUSSELL MIDCAP VALUE E

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Prosperity Planning, Inc. Ishares Russell Midcap Value E Transaction History