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
Others Institutions Holding IJR
# of Institutions
2,525Shares Held
493MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.1 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.57 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.14 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.09 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio