Creative Planning Ishares Tr Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 20,983 shares of IBDV stock, worth $455,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,983

Holding current value

$455,960

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$21.24 - $22.15 $445,678 - $464,773	20,983 New	20,983 $448,000
Q3 2023 Nov 16, 2023	BUY	$20.34 - $21.26 $7,363 - $7,696	362 New	362 $7,000

Others Institutions Holding IBDV

# of Institutions

222

Shares Held

60.8M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$94.3 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$84.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$74.4 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.8 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.8 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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