Life Planning Partners, Inc Ishares Core S&P Total U.S. St Transaction History

Life Planning Partners, Inc

$111 Million
Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Life Planning Partners, Inc holds 187,546 shares of ITOT stock, worth $24.3 Million. This represents 21.24% of its overall portfolio holdings.

Number of Shares

187,546

Previous 208,082 9.87%

Holding current value

$24.3 Million

Previous $24.7 Million 4.68%

% of portfolio

21.24%

Previous 22.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$113.41 - $125.62 $2.33 Million - $2.58 Million	-20,536 Reduced 9.87%	187,546 $23.6 Million
Q2 2024 Jul 30, 2024	BUY	$108.78 - $119.23 $7.48 Million - $8.2 Million	68,746 Added 49.34%	208,082 $24.7 Million
Q1 2024 May 01, 2024	SELL	$103.16 - $115.3 $2,579 - $2,882	-25 Reduced 0.02%	139,336 $16.1 Million
Q4 2023 Jan 19, 2024	SELL	$90.04 - $105.69 $440,475 - $517,035	-4,892 Reduced 3.39%	139,361 $14.7 Million
Q3 2022 Oct 13, 2022	SELL	$79.54 - $95.9 $142,456 - $171,756	-1,791 Reduced 1.23%	144,253 $0
Q2 2022 Jul 20, 2022	BUY	$80.96 - $102.19 $41,046 - $51,810	507 Added 0.35%	146,044 $12.2 Million
Q1 2022 Apr 25, 2022	BUY	$93.09 - $107.63 $619,700 - $716,492	6,657 Added 4.79%	145,537 $14.7 Million
Q4 2021 Feb 11, 2022	BUY	$98.24 - $107.61 $13.6 Million - $14.9 Million	138,880 New	138,880 $14.9 Million

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Life Planning Partners, Inc Ishares Core S&P Total U.S. St Transaction History