Essential Planning, Llc. Ishares Core S&P Total U.S. St Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Essential Planning, Llc. holds 115,074 shares of ITOT stock, worth $14.1 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
115,074
Previous 2,053
5505.16%
Holding current value
$14.1 Million
Previous $257,000
5658.75%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,541Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.79 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.99 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.45 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.29 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.11 Billion0.41% of portfolio