Creative Planning Ishares Tr Russell 200 Growth Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Creative Planning holds 9,976 shares of IWY stock, worth $2.32 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,976

Previous 10,002 0.26%

Holding current value

$2.32 Million

Previous $2.15 Million 2.33%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$194.66 - $225.97 $5,061 - $5,875	-26 Reduced 0.26%	9,976 $2.2 Million
Q2 2024 Aug 15, 2024	BUY	$183.56 - $216.15 $145,012 - $170,758	790 Added 8.58%	10,002 $2.15 Million
Q1 2024 May 10, 2024	BUY	$170.38 - $196.82 $10,222 - $11,809	60 Added 0.66%	9,212 $1.8 Million
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $21,010 - $24,804	141 Added 1.56%	9,152 $1.6 Million
Q3 2023 Nov 16, 2023	SELL	$152.69 - $164.44 $10,688 - $11,510	-70 Reduced 0.77%	9,011 $1.39 Million
Q2 2023 Jul 21, 2023	SELL	$136.24 - $158.56 $20,299 - $23,625	-149 Reduced 1.61%	9,081 $1.44 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $171,193 - $202,004	-1,454 Reduced 13.61%	9,230 $1.28 Million
Q4 2022 Feb 10, 2023	BUY	$117.55 - $131.34 $25,038 - $27,975	213 Added 2.03%	10,684 $1.29 Million
Q3 2022 Nov 03, 2022	SELL	$119.49 - $146.95 $130,722 - $160,763	-1,094 Reduced 9.46%	10,471 $1.25 Million
Q2 2022 Aug 15, 2022	SELL	$120.18 - $161.96 $327,370 - $441,179	-2,724 Reduced 19.06%	11,565 $1.45 Million
Q1 2022 May 16, 2022	BUY	$141.01 - $175.1 $439,387 - $545,611	3,116 Added 27.89%	14,289 $2.27 Million
Q4 2021 Feb 11, 2022	SELL	$150.99 - $175.61 $33,519 - $38,985	-222 Reduced 1.95%	11,173 $1.94 Million
Q3 2021 Nov 10, 2021	SELL	$151.1 - $163.27 $196,581 - $212,414	-1,301 Reduced 10.25%	11,395 $1.74 Million
Q2 2021 Aug 04, 2021	BUY	$136.12 - $150.82 $189,070 - $209,488	1,389 Added 12.28%	12,696 $1.91 Million
Q1 2021 Apr 30, 2021	SELL	$127.24 - $139.47 $773,619 - $847,977	-6,080 Reduced 34.97%	11,307 $1.52 Million
Q4 2020 Jan 29, 2021	BUY	$116.6 - $133.06 $490,303 - $559,517	4,205 Added 31.9%	17,387 $2.31 Million
Q3 2020 Nov 05, 2020	SELL	$108.23 - $131.63 $201,416 - $244,963	-1,861 Reduced 12.37%	13,182 $1.6 Million
Q2 2020 Jul 23, 2020	BUY	$80.54 - $107.61 $201,672 - $269,455	2,504 Added 19.97%	15,043 $1.6 Million
Q1 2020 May 05, 2020	SELL	$73.46 - $106.09 $9,549 - $13,791	-130 Reduced 1.03%	12,539 $1.06 Million
Q4 2019 Jan 30, 2020	BUY	$84.75 - $97.05 $256,199 - $293,382	3,023 Added 31.34%	12,669 $1.22 Million
Q3 2019 Nov 01, 2019	SELL	$86.45 - $88.64 $16,684 - $17,107	-193 Reduced 1.96%	9,646 $840,000
Q2 2019 Jul 26, 2019	BUY	N/A	1,432 Added 17.03%	9,839 $844,000
Q1 2019 Apr 24, 2019	BUY	N/A	3,644 Added 76.51%	8,407 $691,000
Q4 2018 Feb 01, 2019	BUY	N/A	2,378 Added 99.71%	4,763 $342,000
Q3 2018 Oct 25, 2018	BUY	N/A	2,385 New	2,385 $204,000

Others Institutions Holding IWY

# of Institutions

515

Shares Held

50.4M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Creative Planning Ishares Tr Russell 200 Growth Transaction History