Partners In Financial Planning Ishares Tr Transaction History

Partners In Financial Planning

$542 Billion
Q2 2025

A detailed history of Partners In Financial Planning transactions in Ishares Tr stock. As of the latest transaction made, Partners In Financial Planning holds 19,449 shares of LRGF stock, worth $1.31 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,449

Previous 20,014 2.82%

Holding current value

$1.31 Million

Previous $1.16 Billion 7.67%

% of portfolio

0.23%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$51.37 - $64.13 $29,024 - $36,233	-565 Reduced 2.82%	19,449 $1.25 Billion
Q1 2025 Apr 30, 2025	SELL	$56.95 - $63.95 $26,367 - $29,608	-463 Reduced 2.26%	20,014 $1.16 Billion
Q4 2024 Feb 12, 2025	BUY	$58.25 - $63.26 $1.19 Million - $1.3 Million	20,477 New	20,477 $1.24 Billion
Q3 2024 Feb 26, 2025	SELL	$52.89 - $58.77 $12,217 - $13,575	-231 Reduced 1.03%	22,209 $1.31 Billion
Q2 2024 Feb 26, 2025	SELL	$50.75 - $56.08 $445,534 - $492,326	-8,779 Reduced 28.12%	22,440 $1.25 Billion
Q1 2024 Feb 26, 2025	BUY	$47.39 - $53.82 $3,743 - $4,251	79 Added 0.25%	31,219 $1.68 Billion
Q4 2023 Feb 26, 2025	SELL	$41.5 - $48.47 $48,015 - $56,079	-1,157 Reduced 3.58%	31,140 $1.5 Billion
Q3 2023 Mar 04, 2025	BUY	$43.03 - $46.09 $449,577 - $481,548	10,448 Added 51.02%	30,925 $1.34 Billion
Q2 2023 Feb 26, 2025	SELL	$40.55 - $44.56 $5,920 - $6,505	-146 Reduced 0.45%	32,297 $1.44 Billion
Q1 2023 Feb 26, 2025	BUY	$38.59 - $42.55 $461,767 - $509,153	11,966 Added 58.44%	32,443 $1.34 Billion
Q4 2022 May 05, 2025	BUY	$36.32 - $41.5 $363 - $415	10 Added 0.03%	32,321 $1.25 Billion
Q3 2022 May 05, 2025	BUY	$36.22 - $43.47 $5,722 - $6,868	158 Added 0.49%	32,311 $1.3 Billion
Q2 2022 May 05, 2025	SELL	$36.62 - $44.84 $4,833 - $5,918	-132 Reduced 0.41%	32,153 $1.33 Billion
Q1 2022 May 05, 2025	BUY	$41.63 - $46.8 $4,537 - $5,101	109 Added 0.34%	32,285 $1.39 Billion
Q4 2021 May 05, 2025	BUY	$42.09 - $46.8 $511,898 - $569,181	12,162 Added 60.77%	32,176 $1.4 Billion
Q3 2021 May 05, 2025	SELL	$42.14 - $45.1 $25,410 - $27,195	-603 Reduced 1.73%	34,340 $1.45 Billion
Q2 2021 May 05, 2025	BUY	$41.07 - $43.14 $613,134 - $644,037	14,929 Added 74.59%	34,943 $1.5 Billion

Others Institutions Holding LRGF

# of Institutions

228

Shares Held

37.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
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Partners In Financial Planning Ishares Tr Transaction History