Ownership history in Plancorp, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in ISHARES TR (LRGF). 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 | 1,865,077 | +58,185 | +3.2% | 3.91% | $129.5M | $69.25 |
| 2025 Q3 | ADDED | 1,806,892 | +63,979 | +3.7% | 3.92% | $124.8M | $68.65 |
| 2025 Q2 | ADDED | 1,742,913 | +149,079 | +9.4% | 3.87% | $111.8M | $63.55 |
| 2025 Q1 | ADDED | 1,593,834 | +78,002 | +5.1% | 3.66% | $92.3M | $57.18 |
As of 2025 Q4 — sorted by position size