A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Prosperity Planning, Inc. holds 2,832 shares of IWP stock, worth $370,255. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,832
Previous 2,862 1.05%
Holding current value
$370,255
Previous $315,000 5.4%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 07, 2024

SELL
$103.87 - $117.59 $3,116 - $3,527
-30 Reduced 1.05%
2,832 $332,000
Q2 2024

Jul 23, 2024

SELL
$105.7 - $113.43 $2,325 - $2,495
-22 Reduced 0.76%
2,862 $315,000
Q1 2024

Apr 15, 2024

SELL
$100.66 - $114.14 $6,140 - $6,962
-61 Reduced 2.07%
2,884 $329,000
Q4 2023

Feb 05, 2024

SELL
$85.66 - $105.12 $13,534 - $16,608
-158 Reduced 5.09%
2,945 $307,000
Q3 2023

Oct 24, 2023

SELL
$89.97 - $100.32 $8,817 - $9,831
-98 Reduced 3.06%
3,103 $283,000
Q2 2023

Jul 13, 2023

BUY
$87.72 - $96.63 $12,280 - $13,528
140 Added 4.57%
3,201 $309,000
Q1 2023

Apr 13, 2023

BUY
$82.89 - $94.68 $19,810 - $22,628
239 Added 8.47%
3,061 $278,000
Q3 2022

Oct 12, 2022

BUY
$78.02 - $94.38 $220,172 - $266,340
2,822 New
2,822 $221,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. and customize your updates to receive the information that matters most to you.

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.