Life Planning Partners, Inc Ishares Tr Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 11,029 shares of IXUS stock, worth $779,419. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,029

Previous 729,462 98.49%

Holding current value

$779,419

Previous $48.2 Million 98.49%

% of portfolio

0.68%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$65.95 - $72.56 $47.4 Million - $52.1 Million	-718,433 Reduced 98.49%	11,029 $729,000
Q4 2024 Jan 29, 2025	BUY	$65.95 - $72.56 $47.4 Million - $52.1 Million	718,573 Added 6599.07%	729,462 $48.2 Million
Q3 2024 Oct 29, 2024	SELL	$64.9 - $73.35 $215,532 - $243,595	-3,321 Reduced 23.37%	10,889 $790,000
Q2 2024 Jul 30, 2024	BUY	$65.1 - $70.07 $434,412 - $467,577	6,673 Added 88.54%	14,210 $960,000
Q1 2024 May 01, 2024	BUY	$62.39 - $67.92 $62,015 - $67,512	994 Added 15.19%	7,537 $511,000
Q4 2023 Jan 19, 2024	BUY	$57.18 - $64.93 $147,638 - $167,649	2,582 Added 65.19%	6,543 $424,000
Q3 2022 Oct 13, 2022	BUY	$50.92 - $60.43 $509 - $604	10 Added 0.25%	3,961 $0
Q1 2022 Apr 25, 2022	SELL	$61.54 - $72.2 $6,154 - $7,220	-100 Reduced 2.47%	3,951 $264,000
Q4 2021 Feb 11, 2022	BUY	$68.64 - $74.15 $278,060 - $300,381	4,051 New	4,051 $287,000

Others Institutions Holding IXUS

# of Institutions

841

Shares Held

486M

Call Options Held

2.8K

Put Options Held

2.3K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

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 Tr Transaction History