Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History
Life Planning Partners, Inc
- $109 Million
- Q2 2024
A detailed history of Life Planning Partners, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Life Planning Partners, Inc holds 24,491 shares of IUSV stock, worth $2.33 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
24,491
Previous 24,720
0.93%
Holding current value
$2.33 Million
Previous $2.24 Million
3.45%
% of portfolio
1.97%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
687Shares Held
157MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC63.3MShares$6.02 Billion0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$1.23 Billion0.58% of portfolio
-
Morgan Stanley New York, NY8.58MShares$816 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.61MShares$438 Million5.63% of portfolio
-
Signaturefd, LLC Atlanta, GA4.27MShares$406 Million7.67% of portfolio