Prosperity Planning, Inc. Ishares Russell2000 Val ETF Transaction History

Prosperity Planning, Inc.

  • $302 Million
  • Q4 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 19,869 shares of IWN stock, worth $3.21 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
19,869
Previous 22,124 10.19%
Holding current value
$3.21 Million
Previous $3.69 Million 11.63%
% of portfolio
1.08%
Previous 1.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$162.69 - $181.35 $366,865 - $408,944
-2,255 Reduced 10.19%
19,869 $3.26 Million
Q3 2024

Oct 07, 2024
SELL
$150.05 - $171.34 $120,640 - $137,757
-804 Reduced 3.51%
22,124 $3.69 Million
Q2 2024

Jul 23, 2024
SELL
$146.03 - $158.93 $44,539 - $48,473
-305 Reduced 1.31%
22,928 $3.49 Million
Q1 2024

Apr 15, 2024
SELL
$145.61 - $158.81 $8,736 - $9,528
-60 Reduced 0.26%
23,233 $3.69 Million
Q4 2023

Feb 05, 2024
SELL
$125.51 - $158.2 $55,475 - $69,924
-442 Reduced 1.86%
23,293 $3.62 Million
Q3 2023

Oct 24, 2023
SELL
$133.8 - $151.24 $9,901 - $11,191
-74 Reduced 0.31%
23,735 $3.22 Million
Q2 2023

Jul 13, 2023
SELL
$128.93 - $142.33 $29,009 - $32,024
-225 Reduced 0.94%
23,809 $3.35 Million
Q1 2023

Apr 13, 2023
BUY
$130.78 - $156.96 $172,891 - $207,501
1,322 Added 5.82%
24,034 $3.29 Million
Q3 2022

Oct 12, 2022
BUY
$128.93 - $159.38 $927,780 - $1.15 Million
7,196 Added 46.38%
22,712 $2.93 Million
Q4 2021

Jan 21, 2022
SELL
$157.31 - $176.88 $4,090 - $4,598
-26 Reduced 0.17%
15,516 $2.58 Million
Q3 2021

Oct 08, 2021
BUY
$152.99 - $167.43 $45,591 - $49,894
298 Added 1.95%
15,542 $2.49 Million
Q2 2021

Jul 13, 2021
SELL
$156.91 - $173.97 $38,599 - $42,796
-246 Reduced 1.59%
15,244 $2.53 Million
Q1 2021

Apr 12, 2021
SELL
$130.0 - $169.53 $96,720 - $126,130
-744 Reduced 4.58%
15,490 $2.47 Million
Q4 2020

Feb 01, 2021
BUY
$100.9 - $132.3 $1.64 Million - $2.15 Million
16,234 New
16,234 $2.14 Million

Others Institutions Holding IWN

# of Institutions
1,143
Shares Held
62.4M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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