Life Planning Partners, Inc Ishares Core Total Usd Bond Ma Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
A detailed history of Life Planning Partners, Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Life Planning Partners, Inc holds 86,460 shares of IUSB stock, worth $3.99 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
86,460
Previous 92,832
6.86%
Holding current value
$3.99 Million
Previous $4.28 Million
6.55%
% of portfolio
3.33%
Previous 3.95%
Shares
12 transactions
Others Institutions Holding IUSB
# of Institutions
816Shares Held
698MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.23 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.08 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.76 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.18 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2 Billion0.43% of portfolio