Ishares Tr shares owned by LifePlan Financial
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Ishares Tr
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All positions including Ishares Tr held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 120k | 22.15 |
| 2025-06-30 | $1.9M | 86k | 21.98 |
| 2025-03-31 | $1.3M | 62k | 21.72 |
| 2024-12-31 | $848k | 40k | 21.36 |