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

Life Planning Partners, Inc

$99.6 Million
Q1 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 139,336 shares of ITOT stock, worth $16.7 Million. This represents 16.13% of its overall portfolio holdings.

Number of Shares

139,336

Previous 139,361 0.02%

Holding current value

$16.7 Million

Previous $14.7 Million 9.55%

% of portfolio

16.13%

Previous 14.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.01 - $95.9 $146,879 - $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

1,301

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

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