Prosperity Planning, Inc. Ishares Russell 3000 ETF Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,485 shares of IWV stock, worth $772,213. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,485

Previous 2,823 11.97%

Holding current value

$772,213

Previous $943,000 16.76%

% of portfolio

0.26%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$313.1 - $349.83 $105,827 - $118,242	-338 Reduced 11.97%	2,485 $785,000
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

# of Institutions

922

Shares Held

26.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Ishares Russell 3000 ETF Transaction History