Creative Planning Ishares Tr Ibonds Dec 2028 Ter Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Creative Planning holds 17,635 shares of IBMQ stock, worth $449,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,635

Holding current value

$449,692

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$25.37 - $25.79 $447,399 - $454,806	17,635 New	17,635 $452,000

Others Institutions Holding IBMQ

# of Institutions

178

Shares Held

18.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.12M
Shares

$53.9 Million
0.0% of portfolio
Vishria Bird Financial Group, LLC

1.14M
Shares

$29.2 Million
6.63% of portfolio
Clearstead Advisors, LLC Cleveland, OH

913K
Shares

$23.3 Million
0.32% of portfolio
Mercer Global Advisors Inc Denver, CO

900K
Shares

$23 Million
0.04% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.2 Million
0.54% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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