Creative Planning Ishares Tr Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 1,933 shares of IAK stock, worth $251,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,933
Previous 1,591 21.5%
Holding current value
$251,212
Previous $219,000 18.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$122.44 - $138.47 $41,874 - $47,356
342 Added 21.5%
1,933 $259,000
Q1 2025

May 15, 2025
SELL
$121.85 - $137.9 $14,622 - $16,548
-120 Reduced 7.01%
1,591 $219,000
Q4 2024

Feb 14, 2025
BUY
$123.78 - $138.16 $211,787 - $236,391
1,711 New
1,711 $216,000
Q4 2017

Jan 17, 2018
SELL
N/A
-5,100 Closed
0 $0
Q3 2017

Oct 17, 2017
BUY
N/A
5,100
5,100 $325,000

Others Institutions Holding IAK

# of Institutions
184
Shares Held
3.96M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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