Ownership history in Prosperity Planning, Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 11,955 | — | 0% | 0.08% | $279K | $23.13 |
| 2025 Q2 | ADDED | 11,955 | +536 | +4.7% | 0.08% | $279K | $22.88 |
| 2025 Q1 | ADDED | 11,419 | +1,715 | +17.7% | 0.08% | $267K | $22.65 |
| 2024 Q4 | INITIATED | 9,704 | — | — | 0.07% | $226K | $22.44 |
As of 2025 Q4 — sorted by position size