Prosperity Planning, Inc. Ishares Tr Edge Msci Intl Valu Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
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 176,331 shares of IVLU stock, worth $5.03 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
176,331
Previous 195,582
9.84%
Holding current value
$5.03 Million
Previous $5.37 Million
2.96%
% of portfolio
1.68%
Previous 1.85%
Shares
13 transactions
Others Institutions Holding IVLU
# of Institutions
242Shares Held
55.4MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO14.7MShares$420 Million0.4% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.6MShares$188 Million0.46% of portfolio
-
Envestnet Asset Management Inc6.22MShares$177 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.38MShares$96.4 Million0.01% of portfolio
-
55 I, LLC Boston, MA3.3MShares$94.2 Million1.82% of portfolio