Life Plan Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

A detailed history of Life Plan Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 2,066 shares of IJR stock, worth $242,486. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,066
Previous 2,047 0.93%
Holding current value
$242,486
Previous $218 Million 10.67%
% of portfolio
0.21%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$105.53 - $118.34 $2,005 - $2,248
19 Added 0.93%
2,066 $242 Million
Q2 2024

Jul 30, 2024
BUY
$102.13 - $110.88 $8,681 - $9,424
85 Added 4.33%
2,047 $218 Million
Q1 2024

Apr 30, 2024
SELL
$102.35 - $110.52 $2,354 - $2,541
-23 Reduced 1.16%
1,962 $217 Million
Q4 2023

Jan 30, 2024
BUY
$87.61 - $110.11 $173,905 - $218,568
1,985 New
1,985 $215 Million

Others Institutions Holding IJR

# of Institutions
2,525
Shares Held
493M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email