Life Plan Investment Advisors, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Life Plan Investment Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$59.98 - $74.92 $40,306 - $50,346	-672 Reduced 12.97%	4,511 $336 Million
Q1 2025 May 13, 2025	SELL	$63.91 - $70.19 $65,443 - $71,874	-1,024 Reduced 16.5%	5,183 $349 Million
Q4 2024 Feb 14, 2025	BUY	$64.62 - $71.43 $158,254 - $174,932	2,449 Added 65.17%	6,207 $401 Million
Q3 2024 Jan 21, 2025	BUY	$64.83 - $72.82 $35,397 - $39,759	546 Added 17.0%	3,758 $271 Million
Q2 2024 Jan 21, 2025	SELL	$64.36 - $70.16 $3,539 - $3,858	-55 Reduced 1.68%	3,212 $217 Million

Q1 2024 Jan 21, 2025	BUY	$62.17 - $69.12 $203,109 - $225,815	3,267 New	3,267 $223 Million

218

6.34M

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