A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,823 shares of IWV stock, worth $973,878. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,823
Previous 2,823 -0.0%
Holding current value
$973,878
Previous $871,000 5.86%
% of portfolio
0.3%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

SELL
$243.9 - $263.56 $89,511 - $96,726
-367 Reduced 11.5%
2,823 $691,000
Q2 2023

Jul 13, 2023

SELL
$231.57 - $254.48 $55,576 - $61,075
-240 Reduced 7.0%
3,190 $811,000
Q1 2023

Apr 13, 2023

SELL
$218.83 - $242.18 $35,669 - $39,475
-163 Reduced 4.54%
3,430 $807,000
Q3 2022

Oct 12, 2022

SELL
$207.04 - $249.4 $25,051 - $30,177
-121 Reduced 3.26%
3,593 $744,000
Q4 2021

Jan 21, 2022

SELL
$254.66 - $279.11 $92,950 - $101,875
-365 Reduced 8.95%
3,714 $1.03 Million
Q3 2021

Oct 08, 2021

SELL
$251.89 - $269.0 $32,997 - $35,239
-131 Reduced 3.11%
4,079 $1.04 Million
Q2 2021

Jul 13, 2021

SELL
$240.32 - $256.01 $142,990 - $152,325
-595 Reduced 12.38%
4,210 $1.08 Million
Q1 2021

Apr 12, 2021

SELL
$220.59 - $239.53 $37,500 - $40,720
-170 Reduced 3.42%
4,805 $1.14 Million
Q4 2020

Feb 01, 2021

BUY
$191.94 - $223.55 $954,901 - $1.11 Million
4,975 New
4,975 $1.11 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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