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

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

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 2,160 shares of IYC stock, worth $217,663. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,160
Previous 2,160 -0.0%
Holding current value
$217,663
Previous $215 Million 5.18%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$79.19 - $99.64 $19,005 - $23,913
-240 Reduced 10.0%
2,160 $215 Million
Q1 2025

May 08, 2025
SELL
$85.71 - $101.2 $205,703 - $242,880
-2,400 Reduced 50.0%
2,400 $212 Million
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
291
Shares Held
12M
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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