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Ishares Tr shares owned by Prosperity Planning

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 15k 22.17
2024-06-30 $323k 15k 21.26

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Prosperity Planning

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Morgan Stanley
Gateway Advisory
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
HighTower Advisors
Klingman & Associates
Monumental Financial Group
Venture Visionary Partners

View all funds holding Ishares Tr