Creative Planning Ishares Tr Ibonds Dec 2032 Ter Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Creative Planning holds 20,499 shares of IBDX stock, worth $511,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,499

Holding current value

$511,450

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$24.5 - $25.72 $502,225 - $527,234	20,499 New	20,499 $503,000

Others Institutions Holding IBDX

# of Institutions

132

Shares Held

31.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

3.56M
Shares

$88.8 Million
0.98% of portfolio
Wells Fargo & Company San Francisco, CA

2.52M
Shares

$62.9 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.49M
Shares

$62.1 Million
1.26% of portfolio
First Interstate Bank Billings, MT

2.2M
Shares

$54.8 Million
3.38% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$51 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

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