Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History

Life Planning Partners, Inc

$111 Million
Q3 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 $2.44 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

24,491

Previous 24,491 -0.0%

Holding current value

$2.44 Million

Previous $2.16 Million 8.34%

% of portfolio

2.11%

Previous 1.97%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	SELL	$85.39 - $90.42 $19,554 - $20,706	-229 Reduced 0.93%	24,491 $2.16 Million
Q4 2021 Feb 11, 2022	BUY	$71.13 - $76.45 $1.76 Million - $1.89 Million	24,720 New	24,720 $1.89 Million

Others Institutions Holding IUSV

# of Institutions

729

Shares Held

163M

Call Options Held

2.8K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Account

Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History