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 23,595 shares of IYG stock, worth $1.99 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,595

Previous 21,182 11.39%

Holding current value

$1.99 Million

Previous $1.5 Million 22.01%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.24 - $82.34 $169,489 - $198,686	2,413 Added 11.39%	23,595 $1.84 Million
Q3 2024 Oct 11, 2024	BUY	$64.2 - $71.76 $128 - $143	2 Added 0.01%	21,182 $1.5 Million
Q2 2024 Aug 15, 2024	BUY	$62.27 - $67.11 $99,881 - $107,644	1,604 Added 8.19%	21,180 $1.38 Million
Q1 2024 May 10, 2024	BUY	$63.91 - $191.92 $808,908 - $2.43 Million	12,657 Added 182.93%	19,576 $1.3 Million
Q4 2023 Feb 14, 2024	SELL	$145.02 - $179.81 $104,994 - $130,182	-724 Reduced 9.47%	6,919 $1.24 Million
Q3 2023 Nov 16, 2023	SELL	$154.42 - $169.5 $14,206 - $15,594	-92 Reduced 1.19%	7,643 $1.18 Million
Q2 2023 Jul 21, 2023	BUY	$144.44 - $157.99 $6,355 - $6,951	44 Added 0.57%	7,735 $1.22 Million
Q4 2022 Feb 10, 2023	BUY	$46.92 - $169.19 $189,181 - $682,174	4,032 Added 110.19%	7,691 $1.21 Million
Q3 2022 Nov 03, 2022	SELL	$47.08 - $57.16 $9,039 - $10,974	-192 Reduced 4.99%	3,659 $517,000
Q2 2022 Aug 15, 2022	SELL	$48.28 - $60.23 $10,621 - $13,250	-220 Reduced 5.4%	3,851 $571,000
Q1 2022 May 16, 2022	SELL	$55.98 - $67.65 $9,068 - $10,959	-162 Reduced 3.83%	4,071 $734,000
Q4 2021 Feb 11, 2022	BUY	$61.79 - $67.85 $2,348 - $2,578	38 Added 0.91%	4,233 $817,000
Q3 2021 Nov 10, 2021	SELL	$59.43 - $64.96 $2,198 - $2,403	-37 Reduced 0.87%	4,195 $789,000
Q2 2021 Aug 04, 2021	BUY	$57.88 - $63.59 $114,313 - $125,590	1,975 Added 87.51%	4,232 $784,000
Q1 2021 Apr 30, 2021	BUY	$48.45 - $58.92 $24,273 - $29,518	501 Added 28.53%	2,257 $387,000
Q4 2020 Jan 29, 2021	BUY	$39.45 - $50.02 $69,274 - $87,835	1,756 New	1,756 $264,000
Q2 2020 Jul 23, 2020	SELL	$32.09 - $45.18 $81,412 - $114,621	-2,537 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$28.97 - $52.03 $8,372 - $15,036	-289 Reduced 10.23%	2,537 $260,000
Q4 2019 Jan 30, 2020	BUY	$43.52 - $50.81 $55,705 - $65,036	1,280 Added 82.79%	2,826 $429,000
Q3 2019 Nov 01, 2019	BUY	$45.33 - $46.53 $1,133 - $1,163	25 Added 1.64%	1,546 $211,000
Q2 2019 Jul 26, 2019	SELL	N/A	-248 Reduced 14.02%	1,521 $204,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,769 New	1,769 $221,000
Q4 2018 Feb 01, 2019	SELL	N/A	-1,544 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	N/A	1,544 New	1,544 $200,000

Others Institutions Holding IYG

# of Institutions

274

Shares Held

13.2M

Call Options Held

11.1K

Put Options Held

View Full List

About ISHARES TR

Ticker IYG
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Creative Planning Ishares Tr Transaction History