Essential Planning, Llc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Essential Planning, Llc. holds 500,007 shares of IBTI stock, worth $11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
500,007Holding current value
$11 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
171Shares Held
29.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$43.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.76MShares$38.6 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.57MShares$34.5 Million0.22% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.32MShares$28.9 Million0.01% of portfolio