Prosperity Planning, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Prosperity Planning, Inc. holds 16,775 shares of STIP stock, worth $1.68 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

16,775

Previous 15,274 9.83%

Holding current value

$1.68 Million

Previous $1.52 Million 11.85%

% of portfolio

0.55%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$98.99 - $101.51 $148,583 - $152,366	1,501 Added 9.83%	16,775 $1.7 Million
Q2 2024 Jul 23, 2024	SELL	$98.69 - $99.57 $12,336 - $12,446	-125 Reduced 0.81%	15,274 $1.52 Million
Q1 2024 Apr 15, 2024	BUY	$98.36 - $99.47 $8,360 - $8,454	85 Added 0.56%	15,399 $1.53 Million
Q4 2023 Feb 05, 2024	BUY	$96.33 - $98.68 $347,558 - $356,037	3,608 Added 30.82%	15,314 $1.51 Million
Q3 2023 Oct 24, 2023	SELL	$96.73 - $97.56 $8,125 - $8,195	-84 Reduced 0.71%	11,706 $1.13 Million
Q2 2023 Jul 13, 2023	BUY	$97.43 - $99.5 $10,912 - $11,144	112 Added 0.96%	11,790 $1.15 Million
Q1 2023 Apr 13, 2023	BUY	$96.86 - $99.23 $636,176 - $651,742	6,568 Added 128.53%	11,678 $1.16 Million
Q3 2022 Oct 12, 2022	BUY	$96.11 - $102.85 $491,122 - $525,563	5,110 New	5,110 $491,000

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

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About ISHARES BARCLAYS 0-5 YEAR TIPS

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Prosperity Planning, Inc. Ishares Barclays 0 5 Year Tips Transaction History