Creative Planning Ishares Tr Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 15,309 shares of IYF stock, worth $1.75 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,309

Previous 14,523 5.41%

Holding current value

$1.75 Million

Previous $1.51 Million 12.2%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$102.7 - $119.05 $80,722 - $93,573	786 Added 5.41%	15,309 $1.69 Million
Q3 2024 Oct 11, 2024	SELL	$93.83 - $105.05 $51,325 - $57,462	-547 Reduced 3.63%	14,523 $1.51 Million
Q2 2024 Aug 15, 2024	BUY	$89.39 - $96.85 $6,078 - $6,585	68 Added 0.45%	15,070 $1.43 Million
Q1 2024 May 10, 2024	SELL	$83.91 - $95.65 $70,736 - $80,632	-843 Reduced 5.32%	15,002 $1.43 Million
Q4 2023 Feb 14, 2024	SELL	$70.7 - $85.68 $52,176 - $63,231	-738 Reduced 4.45%	15,845 $1.35 Million
Q3 2023 Nov 16, 2023	BUY	$73.99 - $79.98 $83,904 - $90,697	1,134 Added 7.34%	16,583 $1.24 Million
Q2 2023 Jul 21, 2023	BUY	$68.91 - $74.74 $13,919 - $15,097	202 Added 1.32%	15,449 $1.15 Million
Q1 2023 May 15, 2023	SELL	$68.23 - $82.05 $51,581 - $62,029	-756 Reduced 4.72%	15,247 $1.08 Million
Q4 2022 Feb 10, 2023	BUY	$67.64 - $80.38 $37,066 - $44,048	548 Added 3.55%	16,003 $1.21 Million
Q3 2022 Nov 03, 2022	SELL	$67.55 - $79.83 $3,107 - $3,672	-46 Reduced 0.3%	15,455 $1.04 Million
Q2 2022 Aug 15, 2022	SELL	$67.96 - $84.37 $7,203 - $8,943	-106 Reduced 0.68%	15,501 $1.09 Million
Q1 2022 May 16, 2022	BUY	$78.62 - $91.32 $114,627 - $133,144	1,458 Added 10.3%	15,607 $1.32 Million
Q4 2021 Feb 11, 2022	BUY	$83.02 - $90.24 $78,619 - $85,457	947 Added 7.17%	14,149 $1.23 Million
Q3 2021 Nov 10, 2021	SELL	$79.17 - $85.45 $41,247 - $44,519	-521 Reduced 3.8%	13,202 $1.09 Million
Q2 2021 Aug 04, 2021	SELL	$75.91 - $83.61 $200,098 - $220,395	-2,636 Reduced 16.11%	13,723 $1.11 Million
Q1 2021 Apr 30, 2021	BUY	$65.2 - $76.35 $381,550 - $446,800	5,852 Added 55.7%	16,359 $1.23 Million
Q4 2020 Jan 29, 2021	BUY	$55.06 - $66.77 $283,063 - $343,264	5,141 Added 95.81%	10,507 $702,000
Q3 2020 Nov 05, 2020	BUY	$54.05 - $60.26 $32,105 - $35,794	594 Added 12.45%	5,366 $609,000
Q2 2020 Jul 23, 2020	BUY	$45.62 - $62.0 $54,242 - $73,718	1,189 Added 33.18%	4,772 $526,000
Q1 2020 May 05, 2020	SELL	$41.18 - $71.71 $7,412 - $12,907	-180 Reduced 4.78%	3,583 $349,000
Q4 2019 Jan 30, 2020	BUY	$62.23 - $68.93 $22,091 - $24,470	355 Added 10.42%	3,763 $518,000
Q3 2019 Nov 01, 2019	SELL	$64.16 - $65.19 $17,194 - $17,470	-268 Reduced 7.29%	3,408 $439,000
Q2 2019 Jul 26, 2019	SELL	N/A	-3,468 Reduced 48.54%	3,676 $462,000
Q1 2019 Apr 24, 2019	SELL	N/A	-2,572 Reduced 26.47%	7,144 $844,000
Q4 2018 Feb 01, 2019	SELL	N/A	-50 Reduced 0.51%	9,716 $1.03 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-22 Reduced 0.22%	9,766 $1.19 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-72 Reduced 0.73%	9,788 $1.15 Million
Q1 2018 Apr 18, 2018	BUY	N/A	33 Added 0.34%	9,860 $1.16 Million
Q4 2017 Jan 17, 2018	BUY	N/A	3,956 Added 67.38%	9,827 $1.17 Million
Q3 2017 Oct 17, 2017	BUY	N/A	5,871	5,871 $658,000

Others Institutions Holding IYF

# of Institutions

458

Shares Held

19.8M

Call Options Held

28.3K

Put Options Held

35.3K

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About ISHARES TR

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Creative Planning Ishares Tr Transaction History