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

Life Planning Partners, Inc

$111 Million
Q3 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 98,383 shares of IUSB stock, worth $4.5 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

98,383

Previous 96,022 2.46%

Holding current value

$4.5 Million

Previous $4.34 Million 6.75%

% of portfolio

4.18%

Previous 3.97%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

708

Shares Held

702M

Call Options Held

Put Options Held

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