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Ishares Tr shares owned by LifePlan Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by LifePlan Investment Advisors from 13F filings

Historical chart of LifePlan Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by LifePlan Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $310k 3.7k 84.60

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
TrueNorth
Sei Investments
LPL Financial
Sbe Llc Dba Cedar Cove Wealth Partners
Envestnet Portfolio Solutions
Hanson McClain Advisors
Adviser Investments
Susquehanna International
Cetera Investment Advisers
Bailard
Values Added Financial
Park Avenue Securities
Accredited Investors

View all funds holding Ishares Tr