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 2,249 shares of IEFA stock, worth $199,598. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,249

Previous 2,322 3.14%

Holding current value

$199,598

Previous $202,000 1.49%

% of portfolio

0.06%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$86.09 - $89.88 $6,284 - $6,561	-73 Reduced 3.14%	2,249 $199,000
Q3 2025 Oct 09, 2025	SELL	$81.7 - $87.53 $17,402 - $18,643	-213 Reduced 8.4%	2,322 $202,000
Q2 2025 Jul 11, 2025	SELL	$67.83 - $84.09 $14,854 - $18,415	-219 Reduced 7.95%	2,535 $211,000
Q1 2025 Apr 10, 2025	SELL	$69.57 - $78.65 $18,227 - $20,606	-262 Reduced 8.69%	2,754 $210,000
Q3 2024 Oct 07, 2024	SELL	$70.09 - $78.74 $1,541 - $1,732	-22 Reduced 0.72%	3,016 $235,000

Q2 2024 Jul 23, 2024	SELL	$70.77 - $76.19 $2,547 - $2,742	-36 Reduced 1.17%	3,038 $220,000
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $1,226 - $1,339	-18 Reduced 0.58%	3,074 $228,000
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $189,539 - $217,893	3,092 New	3,092 $217,000
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $1,848 - $1,934	-28 Reduced 0.89%	3,134 $211,000
Q1 2023 Apr 13, 2023	BUY	$62.17 - $67.7 $196,581 - $214,067	3,162 New	3,162 $211,000
Q2 2022 Jul 11, 2022	SELL	$57.91 - $70.46 $181,258 - $220,539	-3,130 Closed	0 $0
Q3 2021 Oct 08, 2021	BUY	$72.98 - $78.2 $228,427 - $244,766	3,130 New	3,130 $232,000

Others Institutions Holding IEFA

# of Institutions

2,442

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Ishares Tr Transaction History