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 12,675 shares of IAK stock, worth $1.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,675

Holding current value

$1.64 Million

% of portfolio

0.01%

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

153

Shares Held

3.92M

Call Options Held

400

Put Options Held

1.7K

Morgan Stanley New York, NY

428K
Shares

$55.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

249K
Shares

$32.2 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

219K
Shares

$28.3 Million
0.1% of portfolio
Spc Financial, Inc.

168K
Shares

$21.7 Million
1.87% of portfolio
Lpl Financial LLC Fort Mill, SC

167K
Shares

$21.7 Million
0.01% of portfolio

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About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Ishares Tr Transaction History