Creative Planning Ishares Tr Ibonds December 202 Transaction History

Creative Planning

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 16, 2023	BUY	$24.48 - $25.15 $228,716 - $234,976	9,343 New	9,343 $228,000
Q2 2022 Aug 15, 2022	SELL	$24.68 - $25.42 $79,963 - $82,360	-3,240 Reduced 20.19%	12,804 $322,000
Q1 2022 May 16, 2022	SELL	$25.38 - $27.0 $160,706 - $170,964	-6,332 Reduced 28.3%	16,044 $408,000
Q4 2021 Feb 11, 2022	SELL	$26.86 - $27.05 $13,832 - $13,930	-515 Reduced 2.25%	22,376 $605,000
Q3 2021 Nov 10, 2021	SELL	$27.01 - $27.32 $3,376 - $3,415	-125 Reduced 0.54%	22,891 $618,000
Q2 2021 Aug 04, 2021	BUY	$26.95 - $27.23 $620,281 - $626,725	23,016 New	23,016 $625,000

128

16.7M

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

Stay updated on Creative Planning with notifications on news.