Creative Planning Ishares Morningstar U.S. Equit Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Creative Planning holds 7,983 shares of ILCB stock, worth $665,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,983
Previous 7,983 -0.0%
Holding current value
$665,223
Previous $600,000 5.33%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$68.51 - $75.47 $27,404 - $30,188
400 Added 5.27%
7,983 $600,000
Q4 2023

Feb 14, 2024
BUY
$56.59 - $65.96 $24,560 - $28,626
434 Added 6.07%
7,583 $498,000
Q3 2023

Nov 16, 2023
SELL
$58.68 - $63.17 $5,398 - $5,811
-92 Reduced 1.27%
7,149 $421,000
Q2 2023

Jul 21, 2023
BUY
$55.57 - $61.08 $1,000 - $1,099
18 Added 0.25%
7,241 $442,000
Q1 2023

May 15, 2023
BUY
$52.17 - $57.5 $2,086 - $2,300
40 Added 0.56%
7,223 $407,000
Q4 2022

Feb 10, 2023
BUY
$49.24 - $56.14 $13,934 - $15,887
283 Added 4.1%
7,183 $378,000
Q1 2022

May 16, 2022
BUY
$57.72 - $66.76 $57 - $66
1 Added 0.01%
6,900 $434,000
Q4 2021

Feb 11, 2022
SELL
$60.52 - $66.81 $83,093 - $91,730
-1,373 Reduced 16.6%
6,899 $458,000
Q3 2021

Nov 10, 2021
BUY
$60.03 - $64.12 $89,924 - $96,051
1,498 Added 22.11%
8,272 $502,000
Q2 2021

Aug 04, 2021
BUY
$56.68 - $60.74 $273,707 - $293,313
4,829 Added 248.28%
6,774 $411,000
Q4 2020

Jan 29, 2021
BUY
$46.96 - $54.2 $4,977 - $5,745
106 Added 5.76%
1,945 $422,000
Q3 2020

Nov 05, 2020
SELL
$43.89 - $51.72 $20,013 - $23,584
-456 Reduced 19.87%
1,839 $359,000
Q1 2020

May 05, 2020
BUY
$31.37 - $48.49 $690 - $1,066
22 Added 0.97%
2,295 $336,000
Q1 2019

Apr 24, 2019
BUY
N/A
600 Added 35.86%
2,273 $364,000
Q4 2018

Feb 01, 2019
SELL
N/A
-63 Reduced 3.63%
1,673 $239,000
Q3 2018

Oct 25, 2018
BUY
N/A
63 Added 3.77%
1,736 $292,000
Q1 2018

Apr 18, 2018
SELL
N/A
-121 Reduced 6.74%
1,673 $257,000
Q4 2017

Jan 17, 2018
BUY
N/A
182 Added 11.29%
1,794 $285,000
Q3 2017

Oct 17, 2017
BUY
N/A
1,612
1,612 $243,000

Others Institutions Holding ILCB

# of Institutions
180
Shares Held
5.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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  • Ticker ILCB
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