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 $249,531. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,066
Previous 2,047
0.93%
Holding current value
$249,531
Previous $218 Million
10.67%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio