Essential Planning, Llc. Ishares Tr Transaction History

Essential Planning, Llc.

$269 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$123.78 - $138.16 $1.57 Million - $1.75 Million	12,675 New	12,675 $1.6 Million

Others Institutions Holding IAK

# of Institutions

185

Shares Held

3.98M

Call Options Held

200

Put Options Held

0

Morgan Stanley New York, NY

310K
Shares

$41.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

227K
Shares

$30.4 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

219K
Shares

$29.3 Million
0.08% of portfolio
Miracle Mile Advisors, LLC

219K
Shares

$29.3 Million
0.52% of portfolio
Lpl Financial LLC Fort Mill, SC

185K
Shares

$24.7 Million
0.01% of portfolio

About ISHARES TR

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