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Ishares Tr msci usavalfct shares owned by LifePlan Financial

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct 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 msci usavalfct by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.4M 32k 73.79
2020-06-30 $2.3M 32k 72.29

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 Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
HPM Partners
Life Line Wealth Management
LPL Financial
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct