Ownership history in Prosperity Planning, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (IGSB). 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 Q4 | ADDED | 275,185 | +19,837 | +7.8% | 3.81% | $14.6M | $52.49 |
| 2025 Q3 | ADDED | 255,348 | +16,030 | +6.7% | 3.65% | $13.5M | $51.85 |
| 2025 Q2 | ADDED | 239,318 | +4,602 | +2.0% | 3.64% | $12.6M | $51.00 |
| 2025 Q1 | ADDED | 234,716 | +8,743 | +3.9% | 3.85% | $12.3M | $50.07 |
| 2024 Q4 | ADDED | 225,973 | +12,194 | +5.7% | 3.74% | $11.7M | $49.07 |
| 2024 Q3 | ADDED | 213,779 | +7,749 | +3.8% | 3.57% | $11.3M | $49.29 |
| 2024 Q2 | ADDED | 206,030 | +10,319 | +5.3% | 3.61% | $10.6M | $47.47 |
| 2024 Q1 | ADDED | 195,711 | +19,208 | +10.9% | 3.48% | $10.0M | $47.04 |
| 2023 Q4 | ADDED | 176,503 | +11,538 | +7.0% | 3.39% | $9.1M | $46.75 |
| 2023 Q3 | ADDED | 164,965 | +7,863 | +5.0% | 3.44% | $8.2M | $44.88 |
As of 2025 Q4 — sorted by position size