Creative Planning Ishares Tr Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Ishares Tr stock. As of the latest transaction made, Creative Planning holds 19,296 shares of IYJ stock, worth $2.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,296

Previous 19,007 1.52%

Holding current value

$2.38 Million

Previous $2.17 Million 11.6%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$90.36 - $101.21 $917,605 - $1.03 Million	10,155 Added 118.0%	18,761 $1.81 Million
Q3 2022 Nov 03, 2022	SELL	$85.87 - $102.55 $488,085 - $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

316

Shares Held

6.18M

Call Options Held

3.6K

Put Options Held

9.8K

View Full List

About ISHARES TR

Ticker IYJ
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Creative Planning Ishares Tr Transaction History