Life Planning Partners, Inc Ishares Core Total Usd Bond Ma Transaction History
Life Planning Partners, Inc
- $129 Million
- Q3 2025
A detailed history of Life Planning Partners, Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Life Planning Partners, Inc holds 82,781 shares of IUSB stock, worth $3.86 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
82,781
Previous 86,460
4.26%
Holding current value
$3.86 Million
Previous $4 Million
3.28%
% of portfolio
3.0%
Previous 3.33%
Shares
13 transactions
Others Institutions Holding IUSB
# of Institutions
846Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio