Essential Planning, Llc. Ishares S&P Small Cap 600 Grow Transaction History

Essential Planning, Llc.

$314 Billion
Q4 2025

A detailed history of Essential Planning, Llc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Essential Planning, Llc. holds 2,429 shares of IJT stock, worth $333,987. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,429

Previous 2,740 11.35%

Holding current value

$333,987

Previous $388 Million 11.56%

% of portfolio

0.11%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$136.54 - $144.07 $42,463 - $44,805	-311 Reduced 11.35%	2,429 $343 Million
Q1 2025 May 08, 2025	SELL	$121.0 - $142.28 $26.9 Million - $31.6 Million	-222,430 Reduced 98.78%	2,740 $341 Million
Q4 2024 Feb 07, 2025	BUY	$134.53 - $150.65 $29.8 Million - $33.4 Million	221,704 Added 6396.54%	225,170 $30.5 Million
Q2 2024 Aug 14, 2024	BUY	$121.57 - $132.2 $79,385 - $86,326	653 Added 23.21%	3,466 $445,000
Q4 2023 Feb 13, 2024	BUY	$103.08 - $127.26 $289,964 - $357,982	2,813 New	2,813 $352,000

Others Institutions Holding IJT

# of Institutions

819

Shares Held

27.3M

Call Options Held

8.2K

Put Options Held

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About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Essential Planning, Llc. Ishares S&P Small Cap 600 Grow Transaction History