Creative Planning Ishares Tr Ibonds Dec 2024 Ter Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Creative Planning holds 19,602 shares of IBMM stock, worth $511,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,602

Previous 29,762 34.14%

Holding current value

$511,416

Previous $775,000 34.06%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$25.97 - $26.11 $263,855 - $265,277	-10,160 Reduced 34.14%	19,602 $511,000
Q2 2024 Aug 15, 2024	SELL	$25.91 - $26.05 $589,867 - $593,054	-22,766 Reduced 43.34%	29,762 $775,000
Q1 2024 May 10, 2024	SELL	$25.9 - $25.98 $170,188 - $170,714	-6,571 Reduced 11.12%	52,528 $1.36 Million
Q4 2023 Feb 14, 2024	SELL	$25.65 - $25.93 $273,736 - $276,724	-10,672 Reduced 15.3%	59,099 $1.53 Million
Q3 2023 Nov 16, 2023	BUY	$25.67 - $25.78 $211,982 - $212,891	8,258 Added 13.42%	69,771 $1.79 Million
Q2 2023 Jul 21, 2023	BUY	$25.61 - $25.89 $28,529 - $28,841	1,114 Added 1.84%	61,513 $1.58 Million
Q1 2023 May 15, 2023	BUY	$25.61 - $25.94 $518,320 - $524,999	20,239 Added 50.4%	60,399 $1.56 Million
Q4 2022 Feb 10, 2023	SELL	$25.46 - $25.87 $270,614 - $274,972	-10,629 Reduced 20.93%	40,160 $1.03 Million
Q3 2022 Nov 03, 2022	BUY	$25.41 - $26.18 $349,006 - $359,582	13,735 Added 37.07%	50,789 $1.3 Million
Q2 2022 Aug 15, 2022	BUY	$25.67 - $26.04 $94,568 - $95,931	3,684 Added 11.04%	37,054 $963,000
Q1 2022 May 16, 2022	SELL	$25.96 - $26.83 $216,610 - $223,869	-8,344 Reduced 20.0%	33,370 $867,000
Q4 2021 Feb 11, 2022	SELL	$26.81 - $26.95 $4,530 - $4,554	-169 Reduced 0.4%	41,714 $1.12 Million
Q3 2021 Nov 10, 2021	SELL	$26.94 - $27.08 $7,085 - $7,122	-263 Reduced 0.62%	41,883 $1.13 Million
Q2 2021 Aug 04, 2021	BUY	$26.95 - $27.11 $1.14 Million - $1.14 Million	42,146 New	42,146 $1.14 Million

Others Institutions Holding IBMM

# of Institutions

169

Shares Held

12.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Creative Planning Ishares Tr Ibonds Dec 2024 Ter Transaction History