Life Plan Financial, LLC Ishares Tr Transaction History

Life Plan Financial, LLC

$113 Billion
Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Life Plan Financial, LLC holds 39,714 shares of IBDV stock, worth $853,453. This represents 0.75% of its overall portfolio holdings.

Number of Shares

39,714

Holding current value

$853,453

% of portfolio

0.75%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$21.24 - $22.15 $843,525 - $879,665	39,714 New	39,714 $848 Million

Others Institutions Holding IBDV

# of Institutions

205

Shares Held

52M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$92.5 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$74.4 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.1 Million
1.28% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.9 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$50 Million
1.06% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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