Life Planning Partners, Inc Ishares 0 5 Year Investment Gr Transaction History

Life Planning Partners, Inc

$99.6 Million
Q1 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Life Planning Partners, Inc holds 30,443 shares of SLQD stock, worth $1.5 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

30,443

Previous 30,548 0.34%

Holding current value

$1.5 Million

Previous $1.5 Million 0.27%

% of portfolio

1.5%

Previous 1.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$48.97 - $49.36 $5,141 - $5,182	-105 Reduced 0.34%	30,443 $1.5 Million
Q4 2023 Jan 19, 2024	SELL	$47.66 - $49.2 $139,834 - $144,352	-2,934 Reduced 8.76%	30,548 $1.5 Million
Q3 2022 Oct 13, 2022	SELL	$47.62 - $49.07 $219,052 - $225,722	-4,600 Reduced 12.08%	33,482 $0
Q2 2022 Jul 20, 2022	SELL	$47.87 - $49.29 $235,999 - $242,999	-4,930 Reduced 11.46%	38,082 $1.84 Million
Q1 2022 Apr 25, 2022	SELL	$49.19 - $51.02 $154,259 - $159,998	-3,136 Reduced 6.8%	43,012 $2.13 Million

Q4 2021 Feb 11, 2022	BUY	$50.99 - $51.69 $2.35 Million - $2.39 Million	46,148 New	46,148 $2.36 Million

Others Institutions Holding SLQD

# of Institutions

238

Shares Held

24.6M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Life Planning Partners, Inc Ishares 0 5 Year Investment Gr Transaction History