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 13,922 shares of IHE stock, worth $1.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,922

Previous 6,645 109.51%

Holding current value

$1.01 Million

Previous $469,000 94.88%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$65.15 - $71.86 $474,096 - $522,925	7,277 Added 109.51%	13,922 $914,000
Q3 2024 Oct 11, 2024	BUY	$65.61 - $72.86 $5,642 - $6,265	86 Added 1.31%	6,645 $469,000
Q2 2024 Aug 15, 2024	BUY	$62.73 - $67.4 $8,217 - $8,829	131 Added 2.04%	6,559 $434,000
Q1 2024 May 10, 2024	BUY	$66.67 - $208.65 $300,681 - $941,011	4,510 Added 235.14%	6,428 $436,000
Q4 2023 Feb 14, 2024	BUY	$166.63 - $185.76 $21,995 - $24,520	132 Added 7.39%	1,918 $355,000
Q3 2023 Nov 16, 2023	SELL	$173.7 - $191.47 $34,218 - $37,719	-197 Reduced 9.93%	1,786 $316,000
Q2 2023 Jul 21, 2023	SELL	$170.31 - $183.88 $11,240 - $12,136	-66 Reduced 3.22%	1,983 $355,000
Q1 2023 May 15, 2023	BUY	$169.94 - $188.72 $38,406 - $42,650	226 Added 12.4%	2,049 $359,000
Q4 2022 Feb 10, 2023	SELL	$55.99 - $189.96 $727 - $2,469	-13 Reduced 0.71%	1,823 $339,000
Q2 2022 Aug 15, 2022	BUY	$178.46 - $201.82 $13,741 - $15,540	77 Added 4.38%	1,836 $352,000
Q1 2022 May 16, 2022	BUY	$180.82 - $198.07 $119,522 - $130,924	661 Added 60.2%	1,759 $342,000
Q4 2021 Feb 11, 2022	BUY	$182.18 - $200.3 $182 - $200	1 Added 0.09%	1,098 $219,000
Q3 2021 Nov 10, 2021	BUY	$183.15 - $198.47 $200,915 - $217,721	1,097 New	1,097 $201,000
Q2 2021 Aug 04, 2021	SELL	$174.94 - $189.58 $348,830 - $378,022	-1,994 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$171.78 - $186.35 $16,147 - $17,516	-94 Reduced 4.5%	1,994 $354,000
Q4 2020 Jan 29, 2021	BUY	$159.02 - $179.44 $18,605 - $20,994	117 Added 5.94%	2,088 $375,000
Q3 2020 Nov 05, 2020	BUY	$154.14 - $168.25 $30,057 - $32,808	195 Added 10.98%	1,971 $322,000
Q2 2020 Jul 23, 2020	BUY	$129.66 - $158.8 $14,910 - $18,262	115 Added 6.92%	1,776 $273,000
Q1 2020 May 05, 2020	SELL	$117.05 - $165.25 $22,824 - $32,223	-195 Reduced 10.51%	1,661 $223,000
Q4 2019 Jan 30, 2020	BUY	$137.35 - $161.75 $27,882 - $32,835	203 Added 12.28%	1,856 $297,000
Q3 2019 Nov 01, 2019	SELL	$137.34 - $153.9 $13,047 - $14,620	-95 Reduced 5.43%	1,653 $231,000
Q2 2019 Jul 26, 2019	BUY	$141.13 - $154.65 $564 - $618	4 Added 0.23%	1,748 $264,000
Q1 2019 Apr 24, 2019	SELL	$137.01 - $157.28 $4,658 - $5,347	-34 Reduced 1.91%	1,744 $269,000
Q4 2018 Feb 01, 2019	BUY	$132.01 - $167.62 $660 - $838	5 Added 0.28%	1,778 $250,000
Q3 2018 Oct 25, 2018	BUY	$151.16 - $169.55 $15,418 - $17,294	102 Added 6.1%	1,773 $298,000
Q2 2018 Jul 20, 2018	SELL	$140.48 - $156.38 $24,162 - $26,897	-172 Reduced 9.33%	1,671 $253,000
Q1 2018 Apr 18, 2018	SELL	$144.38 - $165.42 $58,907 - $67,491	-408 Reduced 18.13%	1,843 $272,000
Q4 2017 Jan 17, 2018	BUY	$149.13 - $160.77 $3,579 - $3,858	24 Added 1.08%	2,251 $347,000
Q3 2017 Oct 17, 2017	BUY	$154.56 - $156.36 $344,205 - $348,213	2,227	2,227 $348,000

Others Institutions Holding IHE

# of Institutions

166

Shares Held

5.61M

Call Options Held

100

Put Options Held

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Creative Planning Ishares Tr Transaction History