Creative Planning Ishares Tr Russell 200 ETF Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Creative Planning holds 10,710 shares of IWL stock, worth $1.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,710

Previous 10,521 1.8%

Holding current value

$1.57 Million

Previous $1.48 Million 4.87%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$138.92 - $149.97 $26,255 - $28,344	189 Added 1.8%	10,710 $1.55 Million
Q3 2024 Oct 11, 2024	SELL	$126.32 - $140.44 $27,664 - $30,756	-219 Reduced 2.04%	10,521 $1.48 Million
Q2 2024 Aug 15, 2024	BUY	$120.51 - $134.58 $35,670 - $39,835	296 Added 2.83%	10,740 $1.44 Million
Q1 2024 May 10, 2024	BUY	$113.2 - $127.12 $1,132 - $1,271	10 Added 0.1%	10,444 $1.33 Million
Q4 2023 Feb 14, 2024	SELL	$99.76 - $115.49 $180,366 - $208,805	-1,808 Reduced 14.77%	10,434 $1.2 Million
Q2 2023 Jul 21, 2023	BUY	$96.37 - $106.64 $96 - $106	1 Added 0.01%	12,242 $1.31 Million
Q1 2023 May 15, 2023	BUY	$89.07 - $98.04 $328,312 - $361,375	3,686 Added 43.09%	12,241 $1.19 Million
Q4 2022 Feb 10, 2023	BUY	$84.55 - $96.02 $311,651 - $353,929	3,686 Added 75.7%	8,555 $769,000
Q2 2022 Aug 15, 2022	BUY	$86.81 - $109.4 $422,677 - $532,668	4,869 New	4,869 $437,000

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Russell 200 ETF Transaction History