Life Planning Partners, Inc Ishares Core S&P U.S. Value Et Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
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 $2.37 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
24,491
Previous 24,491
-0.0%
Holding current value
$2.37 Million
Previous $2.26 Million
2.52%
% of portfolio
1.93%
Previous 2.09%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
801Shares Held
177MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$7 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$1.4 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.18MShares$890 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$471 Million5.53% of portfolio
-
Jones Financial Companies Lllp4.83MShares$468 Million0.4% of portfolio