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

142

17.7M

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