Essential Planning, Llc. Ishares Core Total Usd Bond Ma Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
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 25,004 shares of IUSB stock, worth $1.13 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
25,004
Previous 25,004
-0.0%
Holding current value
$1.13 Million
Previous $1.13 Million
4.25%
% of portfolio
0.49%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.19 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.71 Billion0.06% of portfolio
-
Jones Financial Companies Lllp53.9MShares$2.44 Billion2.61% of portfolio
-
Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.78 Billion0.85% of portfolio