Creative Planning Ishares Trust Ishares Msci Glo Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Creative Planning holds 5,830 shares of SDG stock, worth $498,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,830

Previous 5,866 0.61%

Holding current value

$498,756

Previous $444,000 9.23%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$75.87 - $83.26 $2,731 - $2,997	-36 Reduced 0.61%	5,830 $485,000
Q2 2025 Aug 08, 2025	BUY	$65.66 - $77.49 $48,260 - $56,955	735 Added 14.32%	5,866 $444,000
Q1 2025 May 15, 2025	BUY	$69.64 - $76.33 $6,615 - $7,251	95 Added 1.89%	5,131 $371,000
Q3 2024 Oct 11, 2024	SELL	$74.95 - $85.33 $36,200 - $41,214	-483 Reduced 8.75%	5,036 $427,000
Q2 2024 Aug 15, 2024	BUY	$74.48 - $81.76 $88,184 - $96,803	1,184 Added 27.31%	5,519 $414,000

Q1 2024 May 10, 2024	SELL	$75.05 - $80.02 $202,559 - $215,973	-2,699 Reduced 38.37%	4,335 $341,000
Q4 2023 Feb 14, 2024	SELL	$70.72 - $81.11 $45,402 - $52,072	-642 Reduced 8.36%	7,034 $570,000
Q3 2023 Nov 16, 2023	BUY	$73.96 - $82.95 $122,033 - $136,867	1,650 Added 27.38%	7,676 $572,000
Q2 2023 Jul 21, 2023	BUY	$76.79 - $81.48 $2,303 - $2,444	30 Added 0.5%	6,026 $476,000
Q1 2023 May 15, 2023	BUY	$75.46 - $83.68 $1,886 - $2,092	25 Added 0.42%	5,996 $474,000
Q4 2022 Feb 10, 2023	SELL	$69.82 - $81.82 $21,644 - $25,364	-310 Reduced 4.94%	5,971 $471,000
Q3 2022 Nov 03, 2022	BUY	$70.77 - $83.78 $444,506 - $526,222	6,281 New	6,281 $445,000
Q1 2022 May 16, 2022	SELL	$82.15 - $90.96 $581,211 - $643,542	-7,075 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$87.78 - $97.25 $27,562 - $30,536	314 Added 4.64%	7,075 $642,000
Q2 2021 Aug 04, 2021	BUY	$94.42 - $99.78 $224,436 - $237,177	2,377 Added 54.22%	6,761 $672,000
Q1 2021 Apr 30, 2021	BUY	$92.2 - $100.06 $95,980 - $104,162	1,041 Added 31.14%	4,384 $416,000
Q4 2020 Jan 29, 2021	BUY	$77.55 - $93.5 $259,249 - $312,570	3,343 New	3,343 $312,000

Others Institutions Holding SDG

# of Institutions

115

Shares Held

944K

Call Options Held

Put Options Held

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Creative Planning Ishares Trust Ishares Msci Glo Transaction History