LifePlan Financial »

iShares S&P 100 Index shares owned by LifePlan Financial

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $107k 687 155.75
2020-06-30 $98k 687 142.65
2020-03-31 $104k 880 118.18
2019-12-31 $127k 880 144.32
2019-09-30 $116k 880 131.82
2019-03-31 $45k 363 123.97

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
UBS Group
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Evoke Wealth
Pnc Financial Services
Relative Value Partners

View all funds holding iShares S&P 100 Index