Life Planning Partners, Inc Ishares Tr Transaction History

Life Planning Partners, Inc

  • $120 Million
  • Q2 2025

A detailed history of Life Planning Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 125,172 shares of IEFA stock, worth $11.1 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares
125,172
Previous 121,729 2.83%
Holding current value
$11.1 Million
Previous $9.21 Million 13.48%
% of portfolio
8.72%
Previous 8.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$67.83 - $84.09 $233,538 - $289,521
3,443 Added 2.83%
125,172 $10.4 Million
Q1 2025

Apr 17, 2025
BUY
$69.57 - $78.65 $117,990 - $133,390
1,696 Added 1.41%
121,729 $9.21 Million
Q4 2024

Feb 12, 2025
SELL
$70.06 - $77.43 $583 Million - $644 Million
-8,315,885 Reduced 98.58%
120,033 $8.44 Million
Q4 2024

Jan 29, 2025
BUY
$70.06 - $77.43 $583 Million - $644 Million
8,315,752 Added 6920.22%
8,435,918 $593 Million
Q3 2024

Oct 29, 2024
BUY
$70.09 - $78.74 $199,826 - $224,487
2,851 Added 2.43%
120,166 $9.38 Million
Q2 2024

Jul 30, 2024
BUY
$70.77 - $76.19 $290,227 - $312,455
4,101 Added 3.62%
117,315 $8.52 Million
Q1 2024

May 01, 2024
BUY
$68.14 - $74.43 $398,482 - $435,266
5,848 Added 5.45%
113,214 $8.4 Million
Q4 2023

Jan 19, 2024
SELL
$61.3 - $70.47 $740,320 - $851,066
-12,077 Reduced 10.11%
107,366 $7.55 Million
Q3 2022

Oct 13, 2022
SELL
$52.32 - $63.1 $290,794 - $350,709
-5,558 Reduced 4.45%
119,443 $0
Q2 2022

Jul 20, 2022
SELL
$57.91 - $70.46 $54,898 - $66,796
-948 Reduced 0.75%
125,001 $7.36 Million
Q1 2022

Apr 25, 2022
BUY
$63.26 - $75.48 $5,124 - $6,113
81 Added 0.06%
125,949 $8.76 Million
Q4 2021

Feb 11, 2022
BUY
$72.36 - $77.76 $9.11 Million - $9.79 Million
125,868 New
125,868 $9.39 Million

Others Institutions Holding IEFA

# of Institutions
2,363
Shares Held
1.56B
Call Options Held
108K
Put Options Held
37.6K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email