Essential Planning, Llc. Ishares Tr Transaction History

Essential Planning, Llc.

$290 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$138.14 - $149.13 $3.77 Million - $4.07 Million	27,300 New	27,300 $3.91 Million

Others Institutions Holding IYY

# of Institutions

292

Shares Held

3.74M

Call Options Held

6K

Put Options Held

0

Morgan Stanley New York, NY

453K
Shares

$74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$54.6 Million
0.02% of portfolio
Sharp Financial Services, LLC Horsham, PA

166K
Shares

$27.1 Million
14.68% of portfolio
Savant Capital, LLC

155K
Shares

$25.4 Million
0.14% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

145K
Shares

$23.6 Million
0.01% of portfolio

About ISHARES TR

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