Creative Planning Ishares Tr Ibonds December 202 Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Creative Planning holds 13,421 shares of IBMO stock, worth $342,503. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,421
Previous 21,230 36.78%
Holding current value
$342,503
Previous $537,000 35.94%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
165
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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