Essential Planning, Llc. Ishares Tr Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 54,496 shares of MBB stock, worth $5.09 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
54,496
Previous 3,311,529
98.35%
Holding current value
$5.09 Million
Previous $304 Million
1583.36%
% of portfolio
2.06%
Previous 2.03%
Shares
10 transactions
Others Institutions Holding MBB
# of Institutions
1,049Shares Held
350MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.74 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.49 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.97 Billion0.87% of portfolio