Life Planning Partners, Inc Ishares Short Term National Mu Transaction History

Life Planning Partners, Inc

$111 Million
Q3 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Life Planning Partners, Inc holds 53,630 shares of SUB stock, worth $5.65 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares

53,630

Previous 62,875 14.7%

Holding current value

$5.65 Million

Previous $6.57 Million 13.37%

% of portfolio

5.13%

Previous 6.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$104.3 - $106.3 $964,253 - $982,743	-9,245 Reduced 14.7%	53,630 $5.69 Million
Q2 2024 Jul 30, 2024	SELL	$104.04 - $104.8 $347,285 - $349,822	-3,338 Reduced 5.04%	62,875 $6.57 Million
Q1 2024 May 01, 2024	SELL	$104.73 - $105.42 $511,815 - $515,187	-4,887 Reduced 6.87%	66,213 $6.93 Million
Q4 2023 Jan 19, 2024	SELL	$102.62 - $105.46 $633,986 - $651,531	-6,178 Reduced 7.99%	71,100 $7.5 Million
Q3 2022 Oct 13, 2022	BUY	$102.59 - $105.4 $1.93 Million - $1.98 Million	18,830 Added 32.22%	77,278 $0
Q2 2022 Jul 20, 2022	BUY	$103.31 - $104.87 $269,845 - $273,920	2,612 Added 4.68%	58,448 $6.12 Million
Q1 2022 Apr 25, 2022	BUY	$104.46 - $107.34 $173,821 - $178,613	1,664 Added 3.07%	55,836 $5.83 Million
Q4 2021 Feb 11, 2022	BUY	$107.24 - $107.56 $5.81 Million - $5.83 Million	54,172 New	54,172 $5.87 Million

Others Institutions Holding SUB

# of Institutions

831

Shares Held

69M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Life Planning Partners, Inc Ishares Short Term National Mu Transaction History