Ownership history in LifePlan Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LifePlan Financial, LLC reported a position in ISHARES TR (IBDS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 109,919 | +1,064 | +1.0% | 2.05% | $2.7M | $24.11 |
| 2025 Q3 | ADDED | 108,855 | +2,127 | +2.0% | 2.10% | $2.6M | $23.82 |
| 2025 Q2 | REDUCED | 106,728 | -1,133 | -1.1% | 2.15% | $2.6M | $23.50 |
| 2025 Q1 | ADDED | 107,861 | +3,380 | +3.2% | 2.27% | $2.6M | $23.15 |
| 2024 Q4 | ADDED | 104,481 | +1,757 | +1.7% | 2.21% | $2.5M | $22.78 |
| 2024 Q3 | ADDED | 102,724 | +1,770 | +1.8% | 2.15% | $2.5M | $22.83 |
| 2024 Q2 | ADDED | 100,954 | +2,030 | +2.1% | 2.21% | $2.4M | $21.98 |
| 2024 Q1 | ADDED | 98,924 | +3,467 | +3.6% | 2.16% | $2.4M | $21.81 |
| 2023 Q4 | INITIATED | 95,457 | — | — | 2.29% | $2.3M | — |
As of 2025 Q4 — sorted by position size