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Ishares Trust Barclays shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $127k 2.3k 55.63
2020-06-30 $125k 2.3k 54.78
2020-03-31 $122k 2.3k 53.51
2019-12-31 $30k 578 51.90
2019-09-30 $15k 280 53.57
2019-06-30 $15k 280 53.57

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding Ishares Trust Barclays

Pathstone Holdings
BlackRock
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
Tortoise Investment Management
AE Wealth Management
Bank of America Corporation
Tiaa Trust, National Association
Marcia E. Wade
Krilogy Financial
Wells Fargo & Company
Advisor Group Holdings
HighTower Advisors
Jane Street

View all funds holding Ishares Trust Barclays