Creative Planning Ishares Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 14,435 shares of IYR stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,435

Previous 14,437 0.01%

Holding current value

$1.37 Million

Previous $1.27 Million 16.11%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$86.93 - $103.61 $173 - $207	-2 Reduced 0.01%	14,435 $1.47 Million
Q2 2024 Aug 15, 2024	SELL	$81.6 - $89.23 $50,592 - $55,322	-620 Reduced 4.12%	14,437 $1.27 Million
Q1 2024 May 10, 2024	BUY	$85.32 - $92.22 $80,883 - $87,424	948 Added 6.72%	15,057 $1.35 Million
Q4 2023 Feb 14, 2024	SELL	$73.28 - $92.46 $106,475 - $134,344	-1,453 Reduced 9.34%	14,109 $1.29 Million
Q3 2023 Nov 16, 2023	BUY	$77.12 - $89.86 $145,525 - $169,565	1,887 Added 13.8%	15,562 $1.22 Million
Q2 2023 Jul 21, 2023	BUY	$80.51 - $86.54 $67,145 - $72,174	834 Added 6.49%	13,675 $1.18 Million
Q1 2023 May 15, 2023	SELL	$78.73 - $95.24 $38,026 - $46,000	-483 Reduced 3.63%	12,841 $1.09 Million
Q4 2022 Feb 10, 2023	BUY	$76.97 - $89.17 $21,320 - $24,700	277 Added 2.12%	13,324 $1.12 Million
Q3 2022 Nov 03, 2022	BUY	$80.64 - $103.19 $806 - $1,031	10 Added 0.08%	13,047 $1.06 Million
Q2 2022 Aug 15, 2022	BUY	$86.95 - $112.38 $21,650 - $27,982	249 Added 1.95%	13,037 $1.2 Million
Q1 2022 May 16, 2022	BUY	$99.21 - $115.26 $200,404 - $232,825	2,020 Added 18.76%	12,788 $1.38 Million
Q4 2021 Feb 11, 2022	SELL	$103.03 - $116.14 $2,472 - $2,787	-24 Reduced 0.22%	10,768 $1.25 Million
Q3 2021 Nov 10, 2021	BUY	$102.34 - $111.27 $18,114 - $19,694	177 Added 1.67%	10,792 $1.11 Million
Q2 2021 Aug 04, 2021	SELL	$93.58 - $104.97 $29,009 - $32,540	-310 Reduced 2.84%	10,615 $1.08 Million
Q1 2021 Apr 30, 2021	SELL	$82.27 - $92.74 $34,388 - $38,765	-418 Reduced 3.69%	10,925 $1 Million
Q4 2020 Jan 29, 2021	BUY	$76.87 - $86.71 $5,534 - $6,243	72 Added 0.64%	11,343 $972,000
Q3 2020 Nov 05, 2020	BUY	$76.71 - $84.15 $64,513 - $70,770	841 Added 8.06%	11,271 $900,000
Q2 2020 Jul 23, 2020	BUY	$64.24 - $86.82 $233,833 - $316,024	3,640 Added 53.61%	10,430 $822,000
Q1 2020 May 05, 2020	SELL	$57.84 - $100.28 $81,438 - $141,194	-1,408 Reduced 17.17%	6,790 $472,000
Q4 2019 Jan 30, 2020	SELL	$89.52 - $95.36 $140,904 - $150,096	-1,574 Reduced 16.11%	8,198 $763,000
Q3 2019 Nov 01, 2019	SELL	$91.54 - $93.76 $29,750 - $30,472	-325 Reduced 3.22%	9,772 $914,000
Q2 2019 Jul 26, 2019	BUY	N/A	571 Added 5.99%	10,097 $882,000
Q1 2019 Apr 24, 2019	SELL	N/A	-1,165 Reduced 10.9%	9,526 $829,000
Q4 2018 Feb 01, 2019	BUY	N/A	1,267 Added 13.44%	10,691 $801,000
Q3 2018 Oct 25, 2018	SELL	N/A	-484 Reduced 4.88%	9,424 $754,000
Q2 2018 Jul 20, 2018	SELL	N/A	-6,684 Reduced 40.28%	9,908 $798,000
Q1 2018 Apr 18, 2018	BUY	N/A	6,769 Added 68.91%	16,592 $1.25 Million
Q4 2017 Jan 17, 2018	BUY	N/A	960 Added 10.83%	9,823 $796,000
Q3 2017 Oct 17, 2017	BUY	N/A	8,863	8,863 $708,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

57M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Creative Planning Ishares Tr Transaction History