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 (ISTB). 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 | 965,641 | +60,834 | +6.7% | 12.31% | $47.1M | $48.41 |
| 2025 Q3 | ADDED | 904,807 | +49,249 | +5.8% | 11.92% | $44.2M | $47.83 |
| 2025 Q2 | ADDED | 855,558 | +21,049 | +2.5% | 12.01% | $41.6M | $47.15 |
| 2025 Q1 | ADDED | 834,509 | +42,064 | +5.3% | 12.63% | $40.3M | $46.38 |
| 2024 Q4 | ADDED | 792,445 | +47,752 | +6.4% | 12.13% | $37.9M | $45.52 |
| 2024 Q3 | ADDED | 744,693 | +8,285 | +1.1% | 11.49% | $36.3M | $45.77 |
| 2024 Q2 | ADDED | 736,408 | +29,101 | +4.1% | 11.92% | $34.9M | $44.11 |
| 2024 Q1 | ADDED | 707,307 | +58,482 | +9.0% | 11.62% | $33.6M | $43.76 |
| 2023 Q4 | REDUCED | 648,825 | -4,820 | -0.7% | 11.55% | $30.9M | $43.61 |
| 2023 Q3 | ADDED | 653,645 | +26,439 | +4.2% | 12.67% | $30.3M | $42.04 |
As of 2025 Q4 — sorted by position size