Life Plan Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History
Life Plan Financial, LLC
- $113 Billion
- Q4 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 1,963 shares of IJR stock, worth $235,481. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,963
Previous 2,066
4.99%
Holding current value
$235,481
Previous $242 Million
6.4%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,593Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.36 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.72 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.94 Billion0.44% of portfolio