Creative Planning Ishares Tr Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 36,542 shares of ITA stock, worth $7.53 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,542
Previous 33,651 8.59%
Holding current value
$7.53 Million
Previous $6.35 Million 20.47%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$184.73 - $209.26 $534,054 - $604,970
2,891 Added 8.59%
36,542 $7.65 Million
Q2 2025

Aug 08, 2025
SELL
$135.31 - $188.64 $87,816 - $122,427
-649 Reduced 1.89%
33,651 $6.35 Million
Q1 2025

May 15, 2025
BUY
$144.84 - $159.5 $113,409 - $124,888
783 Added 2.34%
34,300 $5.25 Million
Q4 2024

Feb 14, 2025
BUY
$144.31 - $157.31 $149,649 - $163,130
1,037 Added 3.19%
33,517 $4.87 Million
Q3 2024

Oct 11, 2024
SELL
$131.58 - $149.64 $47,763 - $54,319
-363 Reduced 1.11%
32,480 $4.86 Million
Q2 2024

Aug 15, 2024
BUY
$127.05 - $137.39 $1.12 Million - $1.21 Million
8,811 Added 36.66%
32,843 $4.34 Million
Q1 2024

May 10, 2024
BUY
$119.3 - $131.93 $240,747 - $266,234
2,018 Added 9.17%
24,032 $3.17 Million
Q4 2023

Feb 14, 2024
SELL
$103.16 - $126.68 $44,565 - $54,725
-432 Reduced 1.92%
22,014 $2.79 Million
Q3 2023

Nov 16, 2023
BUY
$105.4 - $118.17 $126,585 - $141,922
1,201 Added 5.65%
22,446 $2.38 Million
Q2 2023

Jul 21, 2023
BUY
$108.66 - $117.41 $35,966 - $38,862
331 Added 1.58%
21,245 $2.48 Million
Q1 2023

May 15, 2023
BUY
$108.43 - $117.74 $20,710 - $22,488
191 Added 0.92%
20,914 $2.41 Million
Q4 2022

Feb 10, 2023
BUY
$93.07 - $114.11 $575,451 - $705,542
6,183 Added 42.52%
20,723 $2.32 Million
Q3 2022

Nov 03, 2022
BUY
$91.19 - $108.67 $121,191 - $144,422
1,329 Added 10.06%
14,540 $1.33 Million
Q2 2022

Aug 15, 2022
BUY
$93.66 - $112.65 $195,655 - $235,325
2,089 Added 18.78%
13,211 $1.31 Million
Q1 2022

May 16, 2022
SELL
$98.82 - $112.95 $26,286 - $30,044
-266 Reduced 2.34%
11,122 $1.23 Million
Q4 2021

Feb 11, 2022
SELL
$95.53 - $108.96 $106,707 - $121,708
-1,117 Reduced 8.93%
11,388 $1.17 Million
Q3 2021

Nov 10, 2021
SELL
$100.96 - $110.33 $157,194 - $171,783
-1,557 Reduced 11.07%
12,505 $1.3 Million
Q2 2021

Aug 04, 2021
SELL
$102.24 - $112.9 $464,783 - $513,243
-4,546 Reduced 24.43%
14,062 $1.54 Million
Q1 2021

Apr 30, 2021
SELL
$89.08 - $106.06 $48,103 - $57,272
-540 Reduced 2.82%
18,608 $1.94 Million
Q4 2020

Jan 29, 2021
BUY
$74.72 - $96.94 $890,288 - $1.16 Million
11,915 Added 164.73%
19,148 $1.81 Million
Q3 2020

Nov 05, 2020
SELL
$77.31 - $86.07 $8,967 - $9,984
-116 Reduced 1.58%
7,233 $1.15 Million
Q2 2020

Jul 23, 2020
SELL
$67.92 - $96.92 $104,800 - $149,547
-1,543 Reduced 17.35%
7,349 $1.21 Million
Q1 2020

May 05, 2020
SELL
$58.76 - $119.9 $230,221 - $469,768
-3,918 Reduced 30.59%
8,892 $1.28 Million
Q4 2019

Jan 30, 2020
BUY
$107.34 - $116.85 $170,348 - $185,440
1,587 Added 14.14%
12,810 $2.85 Million
Q3 2019

Nov 01, 2019
SELL
$103.28 - $115.56 $46,992 - $52,579
-455 Reduced 3.9%
11,223 $2.52 Million
Q2 2019

Jul 26, 2019
SELL
$99.62 - $107.96 $58,775 - $63,696
-590 Reduced 4.81%
11,678 $2.5 Million
Q1 2019

Apr 24, 2019
SELL
$84.17 - $104.72 $97,805 - $121,684
-1,162 Reduced 8.65%
12,268 $2.45 Million
Q4 2018

Feb 01, 2019
BUY
$81.01 - $108.82 $56,139 - $75,412
693 Added 5.44%
13,430 $2.32 Million
Q3 2018

Oct 25, 2018
SELL
$96.46 - $108.81 $117,005 - $131,986
-1,213 Reduced 8.7%
12,737 $2.76 Million
Q2 2018

Jul 20, 2018
SELL
$93.86 - $102.91 $39,984 - $43,839
-426 Reduced 2.96%
13,950 $2.69 Million
Q1 2018

Apr 18, 2018
BUY
$94.18 - $102.65 $82,972 - $90,434
881 Added 6.53%
14,376 $2.85 Million
Q4 2017

Jan 17, 2018
BUY
$88.79 - $94.61 $328,966 - $350,530
3,705 Added 37.84%
13,495 $2.54 Million
Q3 2017

Oct 17, 2017
BUY
$88.6 - $89.39 $867,394 - $875,128
9,790
9,790 $1.74 Million

Others Institutions Holding ITA

# of Institutions
972
Shares Held
32.4M
Call Options Held
654K
Put Options Held
538K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email