Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Life Planning Partners, Inc holds 24,491 shares of IUSV stock, worth $2.33 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

24,491

Previous 2,267,622 98.92%

Holding current value

$2.33 Million

Previous $210 Million 98.92%

% of portfolio

2.11%

Previous 1.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$91.94 - $100.02 $206 Million - $224 Million	-2,243,131 Reduced 98.92%	24,491 $2.27 Million
Q4 2024 Jan 29, 2025	BUY	$91.94 - $100.02 $206 Million - $224 Million	2,243,131 Added 9159.0%	2,267,622 $210 Million
Q2 2024 Jul 30, 2024	SELL	$85.39 - $90.42 $19,554 - $20,706	-229 Reduced 0.93%	24,491 $2.16 Million
Q4 2021 Feb 11, 2022	BUY	$71.13 - $76.45 $1.76 Million - $1.89 Million	24,720 New	24,720 $1.89 Million

Others Institutions Holding IUSV

# of Institutions

772

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History