Prosperity Planning, Inc. Ishares Core S&P Total U.S. St Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Prosperity Planning, Inc. holds 13,067 shares of ITOT stock, worth $1.53 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

13,067

Previous 17,415 24.97%

Holding current value

$1.53 Million

Previous $2.24 Million 29.16%

% of portfolio

0.52%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$120.29 - $134.6 $523,020 - $585,240	-4,348 Reduced 24.97%	13,067 $1.59 Million
Q4 2024 Jan 16, 2025	SELL	$124.26 - $134.12 $63,496 - $68,535	-511 Reduced 2.85%	17,415 $2.24 Million
Q3 2024 Oct 07, 2024	SELL	$113.41 - $125.62 $172,723 - $191,319	-1,523 Reduced 7.83%	17,926 $2.25 Million
Q2 2024 Jul 23, 2024	SELL	$108.78 - $119.23 $2,175 - $2,384	-20 Reduced 0.1%	19,449 $2.31 Million
Q1 2024 Apr 15, 2024	SELL	$103.16 - $115.3 $13,617 - $15,219	-132 Reduced 0.67%	19,469 $2.24 Million
Q4 2023 Feb 05, 2024	SELL	$90.04 - $105.69 $8,643 - $10,146	-96 Reduced 0.49%	19,601 $2.06 Million
Q3 2023 Oct 24, 2023	SELL	$93.72 - $101.39 $2,905 - $3,143	-31 Reduced 0.16%	19,697 $1.86 Million
Q2 2023 Jul 13, 2023	SELL	$89.03 - $97.84 $979 - $1,076	-11 Reduced 0.06%	19,728 $1.93 Million
Q1 2023 Apr 13, 2023	BUY	$84.12 - $93.15 $925 - $1,024	11 Added 0.06%	19,739 $1.79 Million
Q3 2022 Oct 12, 2022	SELL	$79.54 - $95.9 $2,386 - $2,877	-30 Reduced 0.15%	19,728 $1.57 Million
Q4 2021 Jan 21, 2022	BUY	$98.24 - $107.61 $4,322 - $4,734	44 Added 0.22%	19,758 $2.11 Million
Q3 2021 Oct 08, 2021	BUY	$97.33 - $103.96 $1,459 - $1,559	15 Added 0.08%	19,714 $1.94 Million
Q2 2021 Jul 13, 2021	SELL	$92.76 - $98.86 $2,040 - $2,174	-22 Reduced 0.11%	19,699 $1.95 Million
Q1 2021 Apr 12, 2021	BUY	$85.12 - $92.58 $340 - $370	4 Added 0.02%	19,721 $1.81 Million
Q4 2020 Feb 01, 2021	BUY	$74.05 - $86.22 $1.46 Million - $1.7 Million	19,717 New	19,717 $1.7 Million

Others Institutions Holding ITOT

# of Institutions

1,562

Shares Held

313M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Prosperity Planning, Inc. Ishares Core S&P Total U.S. St Transaction History