Life Planning Partners, Inc Ishares Iboxx $ Investment Gra Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

A detailed history of Life Planning Partners, Inc transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Life Planning Partners, Inc holds 8,228 shares of LQD stock, worth $891,256. This represents 0.82% of its overall portfolio holdings.

Number of Shares

8,228

Previous 879,096 99.06%

Holding current value

$891,256

Previous $93.9 Million 99.06%

% of portfolio

0.82%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$106.56 - $113.11 $92.8 Million - $98.5 Million	-870,868 Reduced 99.06%	8,228 $879,000
Q4 2024 Jan 29, 2025	BUY	$106.56 - $113.11 $92.9 Million - $98.6 Million	871,418 Added 11349.54%	879,096 $93.9 Million
Q3 2024 Oct 29, 2024	BUY	$106.11 - $113.72 $111,521 - $119,519	1,051 Added 15.86%	7,678 $867,000
Q2 2024 Jul 30, 2024	BUY	$104.54 - $108.46 $270,026 - $280,152	2,583 Added 63.87%	6,627 $709,000
Q4 2023 Jan 19, 2024	SELL	$98.28 - $111.36 $58,968 - $66,816	-600 Reduced 12.92%	4,044 $447,000
Q3 2022 Oct 13, 2022	SELL	$101.44 - $114.61 $41,793 - $47,219	-412 Reduced 8.15%	4,644 $0
Q2 2022 Jul 20, 2022	SELL	$107.41 - $121.51 $29,645 - $33,536	-276 Reduced 5.18%	5,056 $557,000
Q1 2022 Apr 25, 2022	SELL	$118.44 - $131.22 $25,227 - $27,949	-213 Reduced 3.84%	5,332 $644,000
Q4 2021 Feb 11, 2022	BUY	$130.98 - $134.88 $726,284 - $747,909	5,545 New	5,545 $735,000

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Life Planning Partners, Inc Ishares Iboxx $ Investment Gra Transaction History