Life Planning Partners, Inc Ishares Tr Transaction History

Life Planning Partners, Inc

$111 Million
Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 120,166 shares of IEFA stock, worth $8.64 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares

120,166

Previous 117,315 2.43%

Holding current value

$8.64 Million

Previous $8.52 Million 10.06%

% of portfolio

8.46%

Previous 7.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,997

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Life Planning Partners, Inc Ishares Tr Transaction History