Essential Planning, Llc. Ishares U.S. Consumer Discreti Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Essential Planning, Llc. holds 4,800 shares of IYC stock, worth $483,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,800
Previous 2,400 100.0%
Holding current value
$483,504
Previous $211,000 118.48%
% of portfolio
0.0%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$85.96 - $101.28 $206,303 - $243,072
2,400 Added 100.0%
4,800 $461,000
Q3 2024

Nov 07, 2024
BUY
$76.12 - $88.31 $182,688 - $211,944
2,400 New
2,400 $211,000

Others Institutions Holding IYC

# of Institutions
270
Shares Held
9.69M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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