Creative Planning Ishares Tr Ibonds Dec 2023 Ter Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	BUY	$25.44 - $25.52 $133,560 - $133,980	5,250 Added 7.22%	77,977 $1.99 Million
Q2 2023 Jul 21, 2023	SELL	$25.39 - $25.49 $20,337 - $20,417	-801 Reduced 1.09%	72,727 $1.85 Million
Q1 2023 May 15, 2023	BUY	$25.32 - $25.43 $155,667 - $156,343	6,148 Added 9.12%	73,528 $1.87 Million
Q4 2022 Feb 10, 2023	SELL	$25.26 - $25.42 $221,252 - $222,653	-8,759 Reduced 11.5%	67,380 $1.71 Million
Q3 2022 Nov 03, 2022	BUY	$25.25 - $25.56 $142,309 - $144,056	5,636 Added 7.99%	76,139 $1.92 Million
Q2 2022 Aug 15, 2022	BUY	$25.31 - $25.54 $798,403 - $805,659	31,545 Added 80.97%	70,503 $1.8 Million
Q1 2022 May 16, 2022	SELL	$25.45 - $25.93 $91,518 - $93,244	-3,596 Reduced 8.45%	38,958 $992,000
Q4 2021 Feb 11, 2022	SELL	$25.91 - $26.02 $25,521 - $25,629	-985 Reduced 2.26%	42,554 $1.1 Million
Q3 2021 Nov 10, 2021	SELL	$26.0 - $26.14 $3,146 - $3,162	-121 Reduced 0.28%	43,539 $1.13 Million
Q2 2021 Aug 04, 2021	BUY	$26.07 - $26.2 $1.14 Million - $1.14 Million	43,660 New	43,660 $1.14 Million

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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