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 $204,171. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,963
Previous 2,066
4.99%
Holding current value
$204,171
Previous $242 Million
6.4%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,836Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio