Ownership history in Plancorp, LLC · 46 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in ISHARES (SCZ). 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 | 414,803 | +1,193 | +0.3% | 0.97% | $32.2M | $77.53 |
| 2025 Q3 | REDUCED | 413,610 | -571 | -0.1% | 1.00% | $31.7M | $75.25 |
| 2025 Q2 | REDUCED | 414,181 | -39,957 | -8.8% | 1.04% | $30.1M | $71.29 |
| 2025 Q1 | REDUCED | 454,138 | -6,912 | -1.5% | 1.14% | $28.9M | $61.39 |
As of 2025 Q4 — sorted by position size