Life Planning Partners, Inc ITOT Holdings History
Life Planning Partners, Inc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 186,237.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $22.72 Mil. This investment constitutes 20.57% of their stock portfolio, and Life Planning Partners, Inc now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 3 purchases of ITOT, at an average price of $107.48, for a total of 214,790.00 shares. In addition, there have been 6 sales at an average price of $115.42 for 28,553.00 shares. Based on historical transaction data and ITOT's current price of $136.77, Life Planning Partners, Inc's estimated gain on his ITOT holdings is $5.68 Mil, reflecting a 24.61% gain to date.
Life Planning Partners, Inc ITOT ($136.77) Holding Chart
Life Planning Partners, Inc ITOT ($136.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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