Life Plan Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q2 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 2,047 shares of IJR stock, worth $226,152. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,047
Previous 1,962
4.33%
Holding current value
$226,152
Previous $217 Million
0.69%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.86 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.36 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.01 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.89 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.76 Billion0.42% of portfolio