Creative Planning Ishares Tr Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 22,045 shares of IYG stock, worth $1.94 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,045

Previous 23,657 6.81%

Holding current value

$1.94 Million

Previous $2.03 Million 2.42%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$85.16 - $90.57 $137,277 - $145,998	-1,612 Reduced 6.81%	22,045 $1.98 Million
Q2 2025 Aug 08, 2025	SELL	$68.9 - $85.6 $8,543 - $10,614	-124 Reduced 0.52%	23,657 $2.03 Million
Q1 2025 May 15, 2025	BUY	$74.6 - $84.81 $13,875 - $15,774	186 Added 0.79%	23,781 $1.87 Million
Q4 2024 Feb 14, 2025	BUY	$70.24 - $82.34 $169,489 - $198,686	2,413 Added 11.39%	23,595 $1.84 Million
Q3 2024 Oct 11, 2024	BUY	$64.2 - $71.76 $128 - $143	2 Added 0.01%	21,182 $1.5 Million

Q2 2024 Aug 15, 2024	BUY	$62.27 - $67.11 $99,881 - $107,644	1,604 Added 8.19%	21,180 $1.38 Million
Q1 2024 May 10, 2024	BUY	$63.91 - $191.92 $808,908 - $2.43 Million	12,657 Added 182.93%	19,576 $1.3 Million
Q4 2023 Feb 14, 2024	SELL	$145.02 - $179.81 $104,994 - $130,182	-724 Reduced 9.47%	6,919 $1.24 Million
Q3 2023 Nov 16, 2023	SELL	$154.42 - $169.5 $14,206 - $15,594	-92 Reduced 1.19%	7,643 $1.18 Million
Q2 2023 Jul 21, 2023	BUY	$144.44 - $157.99 $6,355 - $6,951	44 Added 0.57%	7,735 $1.22 Million
Q4 2022 Feb 10, 2023	BUY	$46.92 - $169.19 $189,181 - $682,174	4,032 Added 110.19%	7,691 $1.21 Million
Q3 2022 Nov 03, 2022	SELL	$47.08 - $57.16 $9,039 - $10,974	-192 Reduced 4.99%	3,659 $517,000
Q2 2022 Aug 15, 2022	SELL	$48.28 - $60.23 $10,621 - $13,250	-220 Reduced 5.4%	3,851 $571,000
Q1 2022 May 16, 2022	SELL	$55.98 - $67.65 $9,068 - $10,959	-162 Reduced 3.83%	4,071 $734,000
Q4 2021 Feb 11, 2022	BUY	$61.79 - $67.85 $2,348 - $2,578	38 Added 0.91%	4,233 $817,000
Q3 2021 Nov 10, 2021	SELL	$59.43 - $64.96 $2,198 - $2,403	-37 Reduced 0.87%	4,195 $789,000
Q2 2021 Aug 04, 2021	BUY	$57.88 - $63.59 $114,313 - $125,590	1,975 Added 87.51%	4,232 $784,000
Q1 2021 Apr 30, 2021	BUY	$48.45 - $58.92 $24,273 - $29,518	501 Added 28.53%	2,257 $387,000
Q4 2020 Jan 29, 2021	BUY	$39.45 - $50.02 $69,274 - $87,835	1,756 New	1,756 $264,000
Q2 2020 Jul 23, 2020	SELL	$32.09 - $45.18 $81,412 - $114,621	-2,537 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$28.97 - $52.03 $8,372 - $15,036	-289 Reduced 10.23%	2,537 $260,000
Q4 2019 Jan 30, 2020	BUY	$43.52 - $50.81 $55,705 - $65,036	1,280 Added 82.79%	2,826 $429,000
Q3 2019 Nov 01, 2019	BUY	$45.33 - $46.53 $1,133 - $1,163	25 Added 1.64%	1,546 $211,000
Q2 2019 Jul 26, 2019	SELL	N/A	-248 Reduced 14.02%	1,521 $204,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,769 New	1,769 $221,000
Q4 2018 Feb 01, 2019	SELL	N/A	-1,544 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	N/A	1,544 New	1,544 $200,000

Others Institutions Holding IYG

# of Institutions

293

Shares Held

14.3M

Call Options Held

4.9K

Put Options Held

10.2K

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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 Transaction History