Life Planning Partners, Inc Ishares Tr Transaction History

Life Planning Partners, Inc

$108 Million
Q1 2025

A detailed history of Life Planning Partners, Inc transactions in Ishares Tr stock. As of the latest transaction made, Life Planning Partners, Inc holds 12,547 shares of IXUS stock, worth $970,886. This represents 0.81% of its overall portfolio holdings.

Number of Shares

12,547

Previous 11,029 13.76%

Holding current value

$970,886

Previous $729,000 20.03%

% of portfolio

0.81%

Previous 0.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$65.06 - $72.31 $98,761 - $109,766	1,518 Added 13.76%	12,547 $875,000
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

881

Shares Held

499M

Call Options Held

1.5K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IXUS
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Life Planning Partners, Inc Ishares Tr Transaction History