Life Planning Partners, Inc Ishares Core S&P Total U.S. St Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Life Planning Partners, Inc holds 186,415 shares of ITOT stock, worth $24.2 Million. This represents 22.31% of its overall portfolio holdings.

Number of Shares

186,415

Previous 23,976,670 99.22%

Holding current value

$24.2 Million

Previous $3.08 Billion 99.22%

% of portfolio

22.31%

Previous 22.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$124.26 - $134.12 $2.96 Billion - $3.19 Billion	-23,790,255 Reduced 99.22%	186,415 $24 Million
Q4 2024 Jan 29, 2025	BUY	$124.26 - $134.12 $2.96 Billion - $3.19 Billion	23,789,124 Added 12684.42%	23,976,670 $3.08 Billion
Q3 2024 Oct 29, 2024	SELL	$113.41 - $125.62 $2.33 Million - $2.58 Million	-20,536 Reduced 9.87%	187,546 $23.6 Million
Q2 2024 Jul 30, 2024	BUY	$108.78 - $119.23 $7.48 Million - $8.2 Million	68,746 Added 49.34%	208,082 $24.7 Million
Q1 2024 May 01, 2024	SELL	$103.16 - $115.3 $2,579 - $2,882	-25 Reduced 0.02%	139,336 $16.1 Million
Q4 2023 Jan 19, 2024	SELL	$90.04 - $105.69 $440,475 - $517,035	-4,892 Reduced 3.39%	139,361 $14.7 Million
Q3 2022 Oct 13, 2022	SELL	$79.54 - $95.9 $142,456 - $171,756	-1,791 Reduced 1.23%	144,253 $0
Q2 2022 Jul 20, 2022	BUY	$80.96 - $102.19 $41,046 - $51,810	507 Added 0.35%	146,044 $12.2 Million
Q1 2022 Apr 25, 2022	BUY	$93.09 - $107.63 $619,700 - $716,492	6,657 Added 4.79%	145,537 $14.7 Million
Q4 2021 Feb 11, 2022	BUY	$98.24 - $107.61 $13.6 Million - $14.9 Million	138,880 New	138,880 $14.9 Million

Others Institutions Holding ITOT

# of Institutions

1,536

Shares Held

304M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Account

Life Planning Partners, Inc Ishares Core S&P Total U.S. St Transaction History