Creative Planning Ishares Tr Ibonds Dec 2028 Ter Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Creative Planning holds 18,316 shares of IBTI stock, worth $404,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,316

Holding current value

$404,966

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$21.81 - $22.48 $399,471 - $411,743	18,316 New	18,316 $401,000
Q3 2023 Nov 16, 2023	BUY	$21.45 - $22.14 $4,761 - $4,915	222 New	222 $4,000

Others Institutions Holding IBTI

# of Institutions

172

Shares Held

33M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.23M
Shares

$71.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.99M
Shares

$43.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.76M
Shares

$38.9 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.57M
Shares

$34.8 Million
0.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.32M
Shares

$29.1 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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