Prosperity Planning, Inc. Ishares Russell Midcap Value E Transaction History

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024

A detailed history of Prosperity Planning, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Prosperity Planning, Inc. holds 6,300 shares of IWS stock, worth $824,922. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,300
Previous 6,386 1.35%
Holding current value
$824,922
Previous $771,000 8.04%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 07, 2024
SELL
$119.52 - $132.25 $10,278 - $11,373
-86 Reduced 1.35%
6,300 $833,000
Q4 2023

Feb 05, 2024
SELL
$97.63 - $117.08 $683 - $819
-7 Reduced 0.11%
6,386 $742,000
Q3 2023

Oct 24, 2023
SELL
$103.48 - $114.68 $13,348 - $14,793
-129 Reduced 1.98%
6,393 $667,000
Q2 2023

Jul 13, 2023
SELL
$101.5 - $109.84 $13,296 - $14,389
-131 Reduced 1.97%
6,522 $716,000
Q1 2023

Apr 13, 2023
SELL
$100.22 - $116.23 $4,910 - $5,695
-49 Reduced 0.73%
6,653 $706,000
Q3 2022

Oct 12, 2022
BUY
$96.05 - $115.74 $643,727 - $775,689
6,702 New
6,702 $644,000

Others Institutions Holding IWS

# of Institutions
938
Shares Held
93.3M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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