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 (SUB). 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 | 37,539 | +2,219 | +6.3% | 1.05% | $4.0M | $106.25 |
| 2025 Q3 | ADDED | 35,320 | +3,276 | +10.2% | 1.02% | $3.8M | $105.43 |
| 2025 Q2 | ADDED | 32,044 | +517 | +1.6% | 0.98% | $3.4M | $104.35 |
| 2025 Q1 | ADDED | 31,527 | +1,829 | +6.2% | 1.04% | $3.3M | $103.03 |
| 2024 Q4 | ADDED | 29,698 | +2,466 | +9.1% | 1.00% | $3.1M | $102.51 |
| 2024 Q3 | REDUCED | 27,232 | -2,919 | -9.7% | 0.92% | $2.9M | $102.45 |
| 2024 Q2 | ADDED | 30,151 | +410 | +1.4% | 1.08% | $3.2M | $100.34 |
| 2024 Q1 | ADDED | 29,741 | +602 | +2.1% | 1.08% | $3.1M | $100.00 |
| 2023 Q4 | REDUCED | 29,139 | -1,178 | -3.9% | 1.15% | $3.1M | $100.33 |
| 2023 Q3 | REDUCED | 30,317 | -3,854 | -11.3% | 1.30% | $3.1M | $97.27 |
As of 2025 Q4 — sorted by position size