Prosperity Planning, Inc. Ishares Tr Edge Msci Intl Valu Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Prosperity Planning, Inc. holds 146,455 shares of IVLU stock, worth $5.03 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
146,455
Previous 151,540
3.36%
Holding current value
$5.03 Million
Previous $4.63 Million
3.99%
% of portfolio
1.46%
Previous 1.51%
Shares
16 transactions
Others Institutions Holding IVLU
# of Institutions
313Shares Held
59MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO15.3MShares$526 Million0.37% of portfolio
-
Envestnet Asset Management Inc4.29MShares$148 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO4.14MShares$142 Million0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY3.94MShares$135 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$113 Million1.82% of portfolio