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

Life Planning Partners, Inc

$108 Million
Q1 2025

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 186,237 shares of ITOT stock, worth $25 Million. This represents 20.96% of its overall portfolio holdings.

Number of Shares

186,237

Previous 186,415 0.1%

Holding current value

$25 Million

Previous $24 Million 5.23%

% of portfolio

20.96%

Previous 22.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$120.29 - $134.6 $21,411 - $23,958	-178 Reduced 0.1%	186,237 $22.7 Million
Q4 2024 Feb 12, 2025	SELL	$124.26 - $134.12 $2.96 Billion - $3.19 Billion	-23,790,255 Reduced 99.22%	186,415 $24 Million
Q4 2024 Jan 29, 2025	BUY	$124.26 - $134.12 $2.96 Billion - $3.19 Billion	23,789,124 Added 12684.42%	23,976,670 $3.08 Billion
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

1,577

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

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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