Creative Planning Ishares U S ETF Tr Int Rate He Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$88.15 - $92.29 $133,547 - $139,819	-1,515 Reduced 35.93%	2,701 $240,000
Q2 2022 Aug 15, 2022	BUY	$90.1 - $94.09 $86,315 - $90,138	958 Added 29.4%	4,216 $381,000
Q1 2022 May 16, 2022	SELL	$90.25 - $95.84 $141,151 - $149,893	-1,564 Reduced 32.43%	3,258 $305,000
Q4 2021 Feb 11, 2022	SELL	$94.78 - $96.77 $313,816 - $320,405	-3,311 Reduced 40.71%	4,822 $462,000
Q3 2021 Nov 10, 2021	SELL	$95.2 - $96.92 $706,384 - $719,146	-7,420 Reduced 47.71%	8,133 $779,000
Q2 2021 Aug 04, 2021	SELL	$95.36 - $96.62 $1.09 Million - $1.1 Million	-11,430 Reduced 42.36%	15,553 $1.5 Million
Q1 2021 Apr 30, 2021	SELL	$94.42 - $96.52 $1.35 Million - $1.38 Million	-14,261 Reduced 34.58%	26,983 $2.6 Million
Q4 2020 Jan 29, 2021	BUY	$91.54 - $95.54 $3.78 Million - $3.94 Million	41,244 New	41,244 $3.94 Million

Others Institutions Holding LQDH

# of Institutions

88

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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