Essential Planning, Llc. Ishares Core Total Usd Bond Ma Transaction History
Essential Planning, Llc.
- $290 Billion
- Q3 2025
A detailed history of Essential Planning, Llc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Essential Planning, Llc. holds 20,384 shares of IUSB stock, worth $949,690. This represents 0.33% of its overall portfolio holdings.
Number of Shares
20,384
Previous 20,384
-0.0%
Holding current value
$949,690
Previous $942 Million
1.04%
% of portfolio
0.33%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
846Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio