Life Planning Partners, Inc Ishares Core Total Usd Bond Ma Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

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 96,923 shares of IUSB stock, worth $4.41 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

96,923

Previous 4,380,903 97.79%

Holding current value

$4.41 Million

Previous $198 Million 97.79%

% of portfolio

4.07%

Previous 1.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$45.07 - $47.1 $193 Million - $202 Million	-4,283,980 Reduced 97.79%	96,923 $4.38 Million
Q4 2024 Jan 29, 2025	BUY	$45.07 - $47.1 $193 Million - $202 Million	4,282,520 Added 4352.91%	4,380,903 $198 Million
Q3 2024 Oct 29, 2024	BUY	$44.83 - $47.42 $105,843 - $111,958	2,361 Added 2.46%	98,383 $4.64 Million
Q2 2024 Jul 30, 2024	SELL	$44.3 - $45.58 $242,586 - $249,596	-5,476 Reduced 5.4%	96,022 $4.34 Million
Q1 2024 May 01, 2024	SELL	$45.02 - $46.27 $127,901 - $131,453	-2,841 Reduced 2.72%	101,498 $4.63 Million
Q4 2023 Jan 19, 2024	SELL	$42.6 - $46.25 $327,679 - $355,755	-7,692 Reduced 6.87%	104,339 $4.81 Million
Q3 2022 Oct 13, 2022	SELL	$44.1 - $48.01 $82,158 - $89,442	-1,863 Reduced 1.64%	112,031 $0
Q2 2022 Jul 20, 2022	SELL	$45.73 - $49.5 $27,255 - $29,502	-596 Reduced 0.52%	113,894 $5.33 Million
Q1 2022 Apr 25, 2022	BUY	$49.13 - $52.58 $97,277 - $104,108	1,980 Added 1.76%	114,490 $5.68 Million
Q4 2021 Feb 11, 2022	BUY	$52.59 - $53.43 $5.92 Million - $6.01 Million	112,510 New	112,510 $5.99 Million

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

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Life Planning Partners, Inc Ishares Core Total Usd Bond Ma Transaction History