Essential Planning, Llc. Ishares S&P Small Cap 600 Grow Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Essential Planning, Llc. holds 3,466 shares of IJT stock, worth $477,580. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,466
Previous 3,466
-0.0%
Holding current value
$477,580
Previous $445,000
8.54%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IJT
# of Institutions
759Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$600 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$441 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$257 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$159 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$156 Million0.04% of portfolio