Creative Planning Ishares Tr Transaction History

Creative Planning

$93.6 Billion
Q2 2024

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 10,221 shares of IAT stock, worth $481,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,221

Previous 10,221 -0.0%

Holding current value

$481,102

Previous $443,000 4.51%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$39.12 - $43.38 $572,482 - $634,822	-14,634 Reduced 58.88%	10,221 $443,000
Q4 2023 Feb 14, 2024	BUY	$30.98 - $43.2 $437,716 - $610,372	14,129 Added 131.73%	24,855 $1.04 Million
Q3 2023 Nov 16, 2023	SELL	$32.83 - $39.14 $142,186 - $169,515	-4,331 Reduced 28.76%	10,726 $360,000
Q2 2023 Jul 21, 2023	BUY	$29.75 - $36.65 $80,384 - $99,028	2,702 Added 21.87%	15,057 $509,000
Q1 2023 May 15, 2023	BUY	$33.67 - $53.61 $58,350 - $92,906	1,733 Added 16.32%	12,355 $442,000
Q4 2022 Feb 10, 2023	BUY	$45.73 - $51.98 $13,901 - $15,801	304 Added 2.95%	10,622 $506,000
Q3 2022 Nov 03, 2022	BUY	$47.63 - $56.65 $190 - $226	4 Added 0.04%	10,318 $493,000
Q2 2022 Aug 15, 2022	SELL	$47.91 - $57.96 $628,866 - $760,782	-13,126 Reduced 56.0%	10,314 $508,000
Q1 2022 May 16, 2022	BUY	$57.43 - $69.28 $130,595 - $157,542	2,274 Added 10.74%	23,440 $1.38 Million
Q4 2021 Feb 11, 2022	BUY	$58.66 - $66.11 $37,718 - $42,508	643 Added 3.13%	21,166 $1.31 Million
Q3 2021 Nov 10, 2021	SELL	$53.73 - $61.75 $23,909 - $27,478	-445 Reduced 2.12%	20,523 $1.24 Million
Q2 2021 Aug 04, 2021	SELL	$54.96 - $62.64 $216,652 - $246,926	-3,942 Reduced 15.82%	20,968 $1.21 Million
Q1 2021 Apr 30, 2021	SELL	$45.07 - $59.28 $50,568 - $66,512	-1,122 Reduced 4.31%	24,910 $1.41 Million
Q4 2020 Jan 29, 2021	BUY	$32.9 - $45.34 $419,573 - $578,221	12,753 Added 96.04%	26,032 $1.18 Million
Q3 2020 Nov 05, 2020	BUY	$30.74 - $36.23 $49,891 - $58,801	1,623 Added 13.92%	13,279 $435,000
Q2 2020 Jul 23, 2020	BUY	$26.19 - $41.02 $305,270 - $478,129	11,656 New	11,656 $394,000
Q1 2019 Apr 24, 2019	SELL	N/A	-11,794 Closed	0 $0
Q4 2018 Feb 01, 2019	SELL	N/A	-204 Reduced 1.7%	11,794 $470,000
Q3 2018 Oct 25, 2018	BUY	N/A	60 Added 0.5%	11,998 $588,000
Q2 2018 Jul 20, 2018	BUY	N/A	50 Added 0.42%	11,938 $587,000
Q4 2017 Jan 17, 2018	BUY	N/A	11,888	11,888 $586,000

Others Institutions Holding IAT

# of Institutions

166

Shares Held

4.99M

Call Options Held

192K

Put Options Held

98.6K

View Full List

About ISHARES TR

Ticker IAT
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Creative Planning Ishares Tr Transaction History