Essential Planning, Llc. Ishares Tr Esg Advanced Total Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Essential Planning, Llc. holds 13,288 shares of EUSB stock, worth $582,678. This represents 0.2% of its overall portfolio holdings.

Number of Shares

13,288

Previous 13,278 0.08%

Holding current value

$582,678

Previous $578 Million 0.92%

% of portfolio

0.2%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$42.97 - $44.2 $429 - $442	10 Added 0.08%	13,288 $584 Million
Q2 2025 Aug 14, 2025	BUY	$42.54 - $43.56 $12,081 - $12,371	284 Added 2.19%	13,278 $578 Million
Q1 2025 May 08, 2025	SELL	$42.05 - $43.43 $36.3 Million - $37.5 Million	-864,106 Reduced 98.52%	12,994 $563 Million
Q4 2024 Feb 07, 2025	BUY	$42.39 - $44.29 $36.6 Million - $38.2 Million	863,546 Added 6371.15%	877,100 $37.3 Million
Q2 2024 Aug 14, 2024	BUY	$41.57 - $42.82 $86,299 - $88,894	2,076 Added 18.09%	13,554 $576,000
Q4 2023 Feb 13, 2024	SELL	$39.96 - $43.44 $33,246 - $36,142	-832 Reduced 6.76%	11,478 $496,000
Q2 2023 Aug 10, 2023	BUY	$42.34 - $43.55 $41,323 - $42,504	976 Added 8.61%	12,310 $524,000
Q1 2023 May 09, 2023	BUY	$41.9 - $43.76 $474,894 - $495,975	11,334 New	11,334 $489,000

Others Institutions Holding EUSB

# of Institutions

174

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Essential Planning, Llc. Ishares Tr Esg Advanced Total Transaction History