Prosperity Planning, Inc. Ishares Tr Transaction History

Prosperity Planning, Inc.

  • $357 Million
  • Q4 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 20,516 shares of IBDV stock, worth $451,967. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,516
Previous 15,752 30.24%
Holding current value
$451,967
Previous $348,000 29.6%
% of portfolio
0.13%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$22.03 - $22.24 $104,950 - $105,951
4,764 Added 30.24%
20,516 $451,000
Q2 2025

Jul 11, 2025
BUY
$21.28 - $21.98 $12,299 - $12,704
578 Added 3.81%
15,752 $346,000
Q2 2024

Jul 23, 2024
BUY
$20.82 - $21.38 $315,922 - $324,420
15,174 New
15,174 $322,000

Others Institutions Holding IBDV

# of Institutions
292
Shares Held
84.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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