Creative Planning Ishares Ibonds Dec 2023 Term C Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	SELL	$25.21 - $25.36 $108,529 - $109,174	-4,305 Reduced 1.19%	356,223 $9.03 Million
Q2 2023 Jul 21, 2023	BUY	$25.13 - $25.29 $1.32 Million - $1.33 Million	52,544 Added 17.06%	360,528 $9.12 Million
Q1 2023 May 15, 2023	BUY	$25.03 - $25.19 $2.92 Million - $2.94 Million	116,734 Added 61.04%	307,984 $7.76 Million
Q4 2022 Feb 10, 2023	BUY	$24.91 - $25.06 $2.75 Million - $2.77 Million	110,446 Added 136.68%	191,250 $4.79 Million
Q3 2022 Nov 03, 2022	BUY	$24.97 - $25.14 $1.03 Million - $1.04 Million	41,217 Added 104.12%	80,804 $2.02 Million
Q2 2022 Aug 15, 2022	BUY	$25.0 - $25.26 $989,675 - $999,967	39,587 New	39,587 $993,000

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

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