Prosperity Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,323 shares of IJT stock, worth $322,176. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,323

Previous 2,318 0.22%

Holding current value

$322,176

Previous $297,000 9.09%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$127.29 - $141.5 $636 - $707	5 Added 0.22%	2,323 $324,000
Q2 2024 Jul 23, 2024	SELL	$121.57 - $132.2 $2,066 - $2,247	-17 Reduced 0.73%	2,318 $297,000
Q1 2024 Apr 15, 2024	BUY	$119.97 - $130.73 $2,159 - $2,353	18 Added 0.78%	2,335 $305,000
Q4 2023 Feb 05, 2024	BUY	$103.08 - $127.26 $2,370 - $2,926	23 Added 1.0%	2,317 $289,000
Q3 2023 Oct 24, 2023	SELL	$108.37 - $120.85 $5,418 - $6,042	-50 Reduced 2.13%	2,294 $251,000
Q2 2023 Jul 13, 2023	BUY	$104.35 - $114.93 $4,800 - $5,286	46 Added 2.0%	2,344 $269,000
Q1 2023 Apr 13, 2023	BUY	$105.46 - $120.16 $8,753 - $9,973	83 Added 3.75%	2,298 $252,000
Q3 2022 Oct 12, 2022	BUY	$100.74 - $123.41 $24,479 - $29,988	243 Added 12.32%	2,215 $225,000
Q4 2021 Jan 21, 2022	SELL	$130.52 - $143.62 $2,088 - $2,297	-16 Reduced 0.8%	1,972 $274,000
Q3 2021 Oct 08, 2021	BUY	$125.08 - $136.86 $1,125 - $1,231	9 Added 0.45%	1,988 $259,000
Q2 2021 Jul 13, 2021	SELL	$122.71 - $133.56 $11,166 - $12,153	-91 Reduced 4.4%	1,979 $262,000
Q1 2021 Apr 12, 2021	SELL	$113.22 - $134.41 $14,378 - $17,070	-127 Reduced 5.78%	2,070 $265,000
Q4 2020 Feb 01, 2021	BUY	$89.39 - $115.31 $196,389 - $253,336	2,197 New	2,197 $251,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

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About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Prosperity Planning, Inc. Ishares S&P Small Cap 600 Grow Transaction History