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 49,172 shares of ITA stock, worth $7.53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,172

Holding current value

$7.53 Million

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$144.31 - $157.31 $7.1 Million - $7.74 Million	49,172 New	49,172 $7.15 Million

Others Institutions Holding ITA

# of Institutions

756

Shares Held

21M

Call Options Held

704K

Put Options Held

446K

Bank Of America Corp Charlotte, NC

4.1M
Shares

$628 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$293 Million
0.02% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

1.32M
Shares

$202 Million
1.15% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$171 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

827K
Shares

$127 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Ishares Tr Transaction History