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 10,171 shares of IAT stock, worth $554,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,171

Previous 10,221 0.49%

Holding current value

$554,217

Previous $423,000 14.18%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$40.8 - $48.93 $2,039 - $2,446	-50 Reduced 0.49%	10,171 $483,000
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

175

Shares Held

4.99M

Call Options Held

149K

Put Options Held

240K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

Track This Portfolio

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.

Account

Creative Planning Ishares Tr Transaction History