Life Plan Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Life Plan Financial, LLC holds 1,873 shares of IJR stock, worth $218,860. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,873

Previous 1,932 3.05%

Holding current value

$218,860

Previous $230 Million 1.95%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$114.27 - $121.15 $6,741 - $7,147	-59 Reduced 3.05%	1,873 $225 Million
Q3 2025 Nov 13, 2025	SELL	$108.46 - $120.63 $1,735 - $1,930	-16 Reduced 0.82%	1,932 $230 Million
Q2 2025 Jul 09, 2025	BUY	$90.56 - $109.49 $176,410 - $213,286	1,948 New	1,948 $213 Million
Q4 2024 Jan 16, 2025	SELL	$113.92 - $127.38 $11,733 - $13,120	-103 Reduced 4.99%	1,963 $226 Million
Q3 2024 Oct 03, 2024	BUY	$105.53 - $118.34 $2,005 - $2,248	19 Added 0.93%	2,066 $242 Million

Q2 2024 Jul 30, 2024	BUY	$102.13 - $110.88 $8,681 - $9,424	85 Added 4.33%	2,047 $218 Million
Q1 2024 Apr 30, 2024	SELL	$102.35 - $110.52 $2,354 - $2,541	-23 Reduced 1.16%	1,962 $217 Million
Q4 2023 Jan 30, 2024	BUY	$87.61 - $110.11 $173,905 - $218,568	1,985 New	1,985 $215 Million

Others Institutions Holding IJR

# of Institutions

2,909

Shares Held

538M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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Life Plan Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History