Creative Planning Ishares Tr Ibonds Dec 2025 Ter Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Creative Planning holds 21,684 shares of IBMN stock, worth $577,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,684

Previous 24,574 11.76%

Holding current value

$577,878

Previous $650,000 11.08%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$26.42 - $26.67 $76,353 - $77,076	-2,890 Reduced 11.76%	21,684 $578,000
Q2 2024 Aug 15, 2024	SELL	$26.34 - $26.49 $578,926 - $582,223	-21,979 Reduced 47.21%	24,574 $650,000
Q1 2024 May 10, 2024	SELL	$26.4 - $26.55 $163,627 - $164,556	-6,198 Reduced 11.75%	46,553 $1.23 Million
Q4 2023 Feb 14, 2024	SELL	$26.02 - $26.55 $234,752 - $239,534	-9,022 Reduced 14.61%	52,751 $1.4 Million
Q3 2023 Nov 16, 2023	BUY	$26.08 - $26.38 $246,143 - $248,974	9,438 Added 18.03%	61,773 $1.61 Million
Q2 2023 Jul 21, 2023	BUY	$26.14 - $26.64 $53,769 - $54,798	2,057 Added 4.09%	52,335 $1.38 Million
Q1 2023 May 15, 2023	BUY	$26.16 - $26.7 $316,352 - $322,883	12,093 Added 31.67%	50,278 $1.34 Million
Q4 2022 Feb 10, 2023	SELL	$25.83 - $26.5 $153,533 - $157,516	-5,944 Reduced 13.47%	38,185 $1.01 Million
Q3 2022 Nov 03, 2022	BUY	$25.89 - $26.92 $420,893 - $437,638	16,257 Added 58.33%	44,129 $1.14 Million
Q2 2022 Aug 15, 2022	SELL	$26.16 - $26.71 $183,120 - $186,970	-7,000 Reduced 20.07%	27,872 $742,000
Q1 2022 May 16, 2022	SELL	$26.58 - $27.86 $270,451 - $283,475	-10,175 Reduced 22.59%	34,872 $930,000
Q4 2021 Feb 11, 2022	SELL	$27.84 - $27.95 $9,771 - $9,810	-351 Reduced 0.77%	45,047 $1.26 Million
Q3 2021 Nov 10, 2021	SELL	$27.95 - $28.15 $19,704 - $19,845	-705 Reduced 1.53%	45,398 $1.27 Million
Q2 2021 Aug 04, 2021	BUY	$27.92 - $28.12 $1.29 Million - $1.3 Million	46,103 New	46,103 $1.29 Million

Others Institutions Holding IBMN

# of Institutions

167

Shares Held

17.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

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 Ibonds Dec 2025 Ter Transaction History