Creative Planning Ishares Tr Ibonds December 202 Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Creative Planning holds 12,656 shares of IBMO stock, worth $323,740. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,656

Previous 13,421 5.7%

Holding current value

$323,740

Previous $344,000 6.4%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$25.4 - $25.62 $19,431 - $19,599	-765 Reduced 5.7%	12,656 $322,000
Q3 2024 Oct 11, 2024	SELL	$25.26 - $25.66 $197,255 - $200,378	-7,809 Reduced 36.78%	13,421 $344,000
Q2 2024 Aug 15, 2024	SELL	$25.16 - $25.33 $138,707 - $139,644	-5,513 Reduced 20.61%	21,230 $537,000
Q1 2024 May 10, 2024	SELL	$25.35 - $25.52 $167,994 - $169,121	-6,627 Reduced 19.86%	26,743 $677,000
Q4 2023 Feb 14, 2024	SELL	$24.71 - $25.52 $160,145 - $165,395	-6,481 Reduced 16.26%	33,370 $851,000
Q3 2023 Nov 16, 2023	BUY	$24.76 - $25.26 $24,017 - $24,502	970 Added 2.49%	39,851 $988,000
Q2 2023 Jul 21, 2023	SELL	$24.96 - $25.63 $22,913 - $23,528	-918 Reduced 2.31%	38,881 $979,000
Q1 2023 May 15, 2023	BUY	$24.99 - $25.64 $310,575 - $318,653	12,428 Added 45.41%	39,799 $1.02 Million
Q4 2022 Feb 10, 2023	SELL	$24.52 - $25.33 $65,296 - $67,453	-2,663 Reduced 8.87%	27,371 $690,000
Q3 2022 Nov 03, 2022	BUY	$24.63 - $25.76 $96,155 - $100,567	3,904 Added 14.94%	30,034 $740,000
Q2 2022 Aug 15, 2022	SELL	$24.88 - $25.49 $200,980 - $205,908	-8,078 Reduced 23.61%	26,130 $662,000
Q1 2022 May 16, 2022	SELL	$25.42 - $26.86 $331,527 - $350,308	-13,042 Reduced 27.6%	34,208 $873,000
Q4 2021 Feb 11, 2022	SELL	$26.8 - $26.92 $14,338 - $14,402	-535 Reduced 1.12%	47,250 $1.27 Million
Q3 2021 Nov 10, 2021	SELL	$26.88 - $27.14 $5,376 - $5,428	-200 Reduced 0.42%	47,785 $1.29 Million
Q2 2021 Aug 04, 2021	BUY	$26.77 - $27.05 $1.28 Million - $1.3 Million	47,985 New	47,985 $1.29 Million

Others Institutions Holding IBMO

# of Institutions

192

Shares Held

19.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Creative Planning Ishares Tr Ibonds December 202 Transaction History