Essential Planning, Llc. Ishares Core Total Usd Bond Ma Transaction History
Essential Planning, Llc.
- $314 Billion
- Q4 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 18,663 shares of IUSB stock, worth $869,509. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,663
Previous 20,384
8.44%
Holding current value
$869,509
Previous $952 Million
8.78%
% of portfolio
0.28%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding IUSB
# of Institutions
856Shares Held
689MCall 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