Life Plan Financial, LLC Ishares Tr Transaction History
Life Plan Financial, LLC
- $126 Billion
- Q3 2025
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Life Plan Financial, LLC holds 119,462 shares of IBDV stock, worth $2.63 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
119,462
Previous 86,130
38.7%
Holding current value
$2.63 Million
Previous $1.89 Billion
39.77%
% of portfolio
2.1%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding IBDV
# of Institutions
292Shares Held
84.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.91MShares$86.2 Million1.36% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Advisors Inc3.03MShares$66.7 Million1.12% of portfolio