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 19,082 shares of IYJ stock, worth $2.59 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,082

Previous 19,615 2.72%

Holding current value

$2.59 Million

Previous $2.62 Million 2.79%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$132.97 - $143.93 $70,873 - $76,714	-533 Reduced 2.72%	19,082 $2.55 Million
Q3 2024 Oct 11, 2024	BUY	$118.32 - $133.67 $37,744 - $42,640	319 Added 1.65%	19,615 $2.62 Million
Q1 2024 May 10, 2024	BUY	$111.23 - $125.71 $32,145 - $36,330	289 Added 1.52%	19,296 $2.43 Million
Q4 2023 Feb 14, 2024	BUY	$95.31 - $114.66 $28,021 - $33,710	294 Added 1.57%	19,007 $2.17 Million
Q3 2023 Nov 16, 2023	SELL	$100.31 - $109.74 $4,814 - $5,267	-48 Reduced 0.26%	18,713 $1.89 Million
Q4 2022 Feb 10, 2023	BUY	$84.86 - $101.21 $861,753 - $1.03 Million	10,155 Added 118.0%	18,761 $1.81 Million
Q3 2022 Nov 03, 2022	SELL	$83.78 - $102.55 $476,205 - $582,894	-5,684 Reduced 39.78%	8,606 $721,000
Q2 2022 Aug 15, 2022	BUY	$86.15 - $105.81 $738,305 - $906,791	8,570 Added 149.83%	14,290 $1.26 Million
Q4 2021 Feb 11, 2022	BUY	$104.49 - $114.29 $1,044 - $1,142	10 Added 0.18%	5,720 $645,000
Q3 2021 Nov 10, 2021	SELL	$107.16 - $114.98 $206,283 - $221,336	-1,925 Reduced 25.21%	5,710 $612,000
Q2 2021 Aug 04, 2021	BUY	$106.5 - $112.79 $445,915 - $472,251	4,187 Added 121.43%	7,635 $848,000
Q1 2021 Apr 30, 2021	BUY	$93.24 - $105.87 $15,757 - $17,892	169 Added 5.15%	3,448 $364,000
Q4 2020 Jan 29, 2021	BUY	$81.66 - $97.19 $148,131 - $176,302	1,814 Added 123.82%	3,279 $318,000
Q3 2020 Nov 05, 2020	BUY	$74.42 - $87.03 $109,025 - $127,498	1,465 New	1,465 $245,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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