Prosperity Planning, Inc. IVE Holdings History
Prosperity Planning, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 58,585.00 shares of iShares S&P 500 Value ETF(IVE), totaling $11.45 Mil. This investment constitutes 3.3% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.03% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 10 purchases of IVE, at an average price of $135.80, for a total of 87,569.00 shares. In addition, there have been 5 sales at an average price of $191.18 for 28,984.00 shares. Based on historical transaction data and IVE's current price of $200.47, Prosperity Planning, Inc.'s estimated gain on his IVE holdings is $5.39 Mil, reflecting a 45.36% gain to date.
Prosperity Planning, Inc. IVE ($200.47) Holding Chart
Prosperity Planning, Inc. IVE ($200.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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