Ownership history in Essential Planning, LLC. · 9 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 85,373 | -5,103 | -5.6% | 0.69% | $2.0M | $23.13 |
| 2025 Q2 | REDUCED | 90,476 | -21,973 | -19.5% | 0.79% | $2.1M | $22.88 |
| 2025 Q1 | REDUCED | 112,449 | -8,350,443 | -98.7% | 1.06% | $2.6M | $22.65 |
| 2024 Q4 | ADDED | 8,462,892 | +8,333,058 | +6418.2% | 1.29% | $197.4M | $22.44 |
| 2024 Q3 | REDUCED | 129,834 | -2,523 | -1.9% | 1.25% | $3.0M | $22.22 |
| 2024 Q2 | ADDED | 132,357 | +46,202 | +53.6% | 1.35% | $3.1M | $21.79 |
| 2024 Q1 | ADDED | 86,155 | +4,297 | +5.2% | 1.00% | $2.0M | $21.56 |
| 2023 Q4 | ADDED | 81,858 | +35,670 | +77.2% | 0.96% | $1.9M | $21.46 |
| 2023 Q3 | INITIATED | 46,188 | — | — | 0.59% | $1.1M | — |
As of 2025 Q4 — sorted by position size