Prosperity Planning, Inc. Ishares Russell 1000 Val ETF Transaction History

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 9,396 shares of IWD stock, worth $1.76 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
9,396
Previous 9,679 2.92%
Holding current value
$1.76 Million
Previous $1.69 Million 5.63%
% of portfolio
0.58%
Previous 0.58%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$173.36 - $189.8 $49,060 - $53,713
-283 Reduced 2.92%
9,396 $1.78 Million
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $17,787 - $18,800
-105 Reduced 1.07%
9,679 $1.69 Million
Q1 2024

Apr 15, 2024
SELL
$161.84 - $179.11 $8,901 - $9,851
-55 Reduced 0.56%
9,784 $1.75 Million
Q4 2023

Feb 05, 2024
SELL
$143.69 - $165.7 $94,404 - $108,864
-657 Reduced 6.26%
9,839 $1.63 Million
Q3 2023

Oct 24, 2023
SELL
$151.73 - $163.56 $44,305 - $47,759
-292 Reduced 2.71%
10,496 $1.59 Million
Q1 2023

Apr 13, 2023
SELL
$145.2 - $161.56 $2,758 - $3,069
-19 Reduced 0.18%
10,788 $1.64 Million
Q3 2022

Oct 12, 2022
SELL
$135.99 - $161.15 $77,378 - $91,694
-569 Reduced 5.0%
10,807 $1.47 Million
Q4 2021

Jan 21, 2022
SELL
$157.12 - $168.08 $18,383 - $19,665
-117 Reduced 1.02%
11,376 $1.91 Million
Q3 2021

Oct 08, 2021
SELL
$154.62 - $164.07 $16,080 - $17,063
-104 Reduced 0.9%
11,493 $1.8 Million
Q2 2021

Jul 13, 2021
SELL
$152.86 - $162.4 $34,240 - $36,377
-224 Reduced 1.89%
11,597 $1.84 Million
Q1 2021

Apr 12, 2021
SELL
$134.89 - $153.0 $44,918 - $50,949
-333 Reduced 2.74%
11,821 $1.79 Million
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $1.41 Million - $1.66 Million
12,154 New
12,154 $1.66 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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