Essential Planning, Llc. Ishares Tr Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 27,300 shares of IYY stock, worth $4.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,300

Holding current value

$4.02 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$138.14 - $149.13 $3.77 Million - $4.07 Million	27,300 New	27,300 $3.91 Million

Others Institutions Holding IYY

# of Institutions

279

Shares Held

3.76M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

469K
Shares

$69.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.4 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$23.9 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$23.7 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

138K
Shares

$20.2 Million
14.95% of portfolio

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About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Ishares Tr Transaction History