Creative Planning Itau Unibanco Holding S.A. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Creative Planning holds 14,941 shares of ITUB stock, worth $85,761. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,941

Previous 11,188 33.54%

Holding current value

$85,761

Previous $65,000 52.31%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$5.73 - $6.87 $21,504 - $25,783	3,753 Added 33.54%	14,941 $99,000
Q2 2024 Aug 15, 2024	SELL	$5.8 - $6.74 $516 - $599	-89 Reduced 0.79%	11,188 $65,000
Q1 2024 May 10, 2024	BUY	$6.46 - $7.23 $381 - $426	59 Added 0.53%	11,277 $78,000
Q4 2023 Feb 14, 2024	SELL	$5.14 - $7.04 $1,413 - $1,936	-275 Reduced 2.39%	11,218 $77,000
Q3 2023 Nov 16, 2023	BUY	$5.22 - $6.05 $2,975 - $3,448	570 Added 5.22%	11,493 $61,000
Q2 2023 Jul 21, 2023	SELL	$4.71 - $6.06 $810 - $1,042	-172 Reduced 1.55%	10,923 $64,000
Q1 2023 May 15, 2023	SELL	$4.33 - $5.15 $705 - $839	-163 Reduced 1.45%	11,095 $54,000
Q4 2022 Feb 10, 2023	SELL	$4.34 - $6.02 $4,600 - $6,381	-1,060 Reduced 8.61%	11,258 $52,000
Q3 2022 Nov 03, 2022	BUY	$4.0 - $5.6 $440 - $616	110 Added 0.9%	12,318 $64,000
Q2 2022 Aug 15, 2022	BUY	$4.28 - $5.86 $81 - $111	19 Added 0.16%	12,208 $52,000
Q1 2022 May 16, 2022	BUY	$3.74 - $5.8 $3,059 - $4,744	818 Added 7.19%	12,189 $69,000
Q4 2021 Feb 11, 2022	SELL	$3.61 - $4.56 $303 - $383	-84 Reduced 0.73%	11,371 $43,000
Q3 2021 Nov 10, 2021	BUY	$4.16 - $4.97 $773 - $924	186 Added 1.65%	11,455 $60,000
Q2 2021 Aug 04, 2021	BUY	$3.88 - $5.39 $2,820 - $3,918	727 Added 6.9%	11,269 $68,000
Q4 2020 Jan 29, 2021	BUY	$3.26 - $5.19 $19 - $31	6 Added 0.06%	10,542 $64,000
Q3 2020 Nov 05, 2020	SELL	$3.21 - $4.49 $186 - $260	-58 Reduced 0.55%	10,536 $42,000
Q2 2020 Jul 23, 2020	SELL	$3.02 - $4.82 $3,926 - $6,266	-1,300 Reduced 10.93%	10,594 $50,000
Q1 2020 May 05, 2020	BUY	$3.31 - $7.73 $407 - $950	123 Added 1.04%	11,894 $53,000
Q3 2019 Nov 01, 2019	BUY	$6.53 - $8.19 $378 - $475	58 Added 0.5%	11,771 $99,000
Q2 2019 Jul 26, 2019	SELL	$6.32 - $7.78 $7,868 - $9,686	-1,245 Reduced 9.61%	11,713 $110,000
Q1 2019 Apr 24, 2019	SELL	$6.88 - $8.89 $36,986 - $47,792	-5,376 Reduced 29.32%	12,958 $114,000
Q4 2018 Feb 01, 2019	BUY	$5.97 - $7.7 $109,453 - $141,171	18,334 New	18,334 $168,000

Others Institutions Holding ITUB

# of Institutions

376

Shares Held

928M

Call Options Held

5.3M

Put Options Held

4.92M

View Full List

About Itau Unibanco Holding S.A.

Ticker ITUB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,800,869,888
Market Cap $56.3B
Description
Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...

More about ITUB

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Creative Planning Itau Unibanco Holding S.A. Transaction History