Creative Planning Ishares Tr Ibonds Dec 2023 Ter Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	SELL	$24.7 - $24.83 $174,604 - $175,523	-7,069 Reduced 2.75%	249,818 $6.2 Million
Q2 2023 Jul 21, 2023	SELL	$24.71 - $24.81 $653,752 - $656,398	-26,457 Reduced 9.34%	256,887 $6.37 Million
Q1 2023 May 15, 2023	BUY	$24.67 - $24.81 $798,321 - $802,851	32,360 Added 12.89%	283,344 $7.03 Million
Q4 2022 Feb 10, 2023	BUY	$24.66 - $24.75 $3.49 Million - $3.5 Million	141,330 Added 128.89%	250,984 $6.2 Million
Q3 2022 Nov 03, 2022	BUY	$24.75 - $24.95 $1.71 Million - $1.73 Million	69,152 Added 170.74%	109,654 $2.72 Million
Q2 2022 Aug 15, 2022	BUY	$24.83 - $25.11 $1.01 Million - $1.02 Million	40,502 New	40,502 $1.01 Million

Others Institutions Holding IBTD

# of Institutions

9

Shares Held

477K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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