Creative Planning Ishares Trust Ishares 1 5 Year Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Creative Planning holds 339,885 shares of IGSB stock, worth $17.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

339,885

Previous 328,777 3.38%

Holding current value

$17.4 Million

Previous $16.9 Million 3.38%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$50.95 - $51.48 $565,952 - $571,839	11,108 Added 3.38%	339,885 $17.4 Million
Q4 2023 Feb 14, 2024	BUY	$49.4 - $51.28 $7.16 Million - $7.44 Million	144,996 Added 78.9%	328,777 $16.9 Million
Q3 2023 Nov 16, 2023	BUY	$49.74 - $50.37 $2.73 Million - $2.77 Million	54,911 Added 42.61%	183,781 $9.16 Million
Q2 2023 Jul 21, 2023	BUY	$50.02 - $50.76 $443,927 - $450,495	8,875 Added 7.4%	128,870 $6.47 Million
Q1 2023 May 15, 2023	BUY	$49.56 - $50.75 $399,998 - $409,603	8,071 Added 7.21%	119,995 $6.06 Million

Q4 2022 Feb 10, 2023	BUY	$48.91 - $50.19 $693,983 - $712,145	14,189 Added 14.52%	111,924 $5.58 Million
Q3 2022 Nov 03, 2022	SELL	$49.5 - $51.27 $175,923 - $182,213	-3,554 Reduced 3.51%	97,735 $4.82 Million
Q2 2022 Aug 15, 2022	SELL	$49.84 - $51.62 $1.46 Million - $1.51 Million	-29,271 Reduced 22.42%	101,289 $5.12 Million
Q1 2022 May 16, 2022	BUY	$51.49 - $53.86 $2.79 Million - $2.92 Million	54,199 Added 70.98%	130,560 $6.75 Million
Q4 2021 Feb 11, 2022	SELL	$53.82 - $54.66 $1.36 Million - $1.38 Million	-25,228 Reduced 24.83%	76,361 $4.11 Million
Q3 2021 Nov 10, 2021	SELL	$54.6 - $54.92 $2.19 Million - $2.2 Million	-40,141 Reduced 28.32%	101,589 $5.55 Million
Q2 2021 Aug 04, 2021	SELL	$54.57 - $54.92 $3.94 Million - $3.97 Million	-72,234 Reduced 33.76%	141,730 $7.77 Million
Q1 2021 Apr 30, 2021	SELL	$54.5 - $55.17 $4.75 Million - $4.81 Million	-87,144 Reduced 28.94%	213,964 $11.7 Million
Q4 2020 Jan 29, 2021	BUY	$54.79 - $55.17 $13.6 Million - $13.6 Million	247,416 Added 460.81%	301,108 $16.6 Million
Q3 2020 Nov 05, 2020	BUY	$54.69 - $55.09 $1.09 Million - $1.1 Million	20,005 Added 59.38%	53,692 $2.95 Million
Q2 2020 Jul 23, 2020	BUY	$51.96 - $54.73 $577,119 - $607,886	11,107 Added 49.19%	33,687 $1.84 Million
Q1 2020 May 05, 2020	BUY	$47.21 - $54.5 $132,943 - $153,472	2,816 Added 14.25%	22,580 $1.18 Million
Q4 2019 Jan 30, 2020	BUY	$53.49 - $53.82 $522,169 - $525,390	9,762 Added 97.6%	19,764 $1.06 Million
Q3 2019 Nov 01, 2019	BUY	$53.16 - $53.82 $531,706 - $538,307	10,002 New	10,002 $537,000
Q2 2018 Jul 20, 2018	SELL	$51.75 - $52.05 $221,179 - $222,461	-4,274 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	$51.81 - $52.26 $85,745 - $86,490	1,655 Added 63.19%	4,274 $444,000
Q4 2017 Jan 17, 2018	BUY	$52.24 - $52.64 $21,575 - $21,740	413 Added 18.72%	2,619 $274,000
Q3 2017 Oct 17, 2017	BUY	$52.65 - $52.69 $116,145 - $116,234	2,206	2,206 $232,000

Others Institutions Holding IGSB

# of Institutions

951

Shares Held

326M

Call Options Held

Put Options Held

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Creative Planning Ishares Trust Ishares 1 5 Year Transaction History