Ishares Tr shares owned by Essential Planning
Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $584k | 13k | 43.92 |
| 2025-06-30 | $578k | 13k | 43.55 |
| 2025-03-31 | $563k | 13k | 43.32 |
| 2024-12-31 | $38M | 877k | 43.19 |
| 2024-09-30 | $600k | 14k | 44.30 |
| 2024-06-30 | $577k | 14k | 42.55 |
| 2024-03-31 | $497k | 12k | 43.26 |
| 2023-09-30 | $503k | 12k | 40.85 |
| 2023-06-30 | $524k | 12k | 42.58 |
| 2023-03-31 | $490k | 11k | 43.23 |