Creative Planning Ishares Trust Ishares Msci Glo Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Creative Planning holds 5,036 shares of SDG stock, worth $375,887. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,036
Previous 5,519 8.75%
Holding current value
$375,887
Previous $414,000 3.14%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$74.95 - $85.33 $36,200 - $41,214
-483 Reduced 8.75%
5,036 $427,000
Q2 2024

Aug 15, 2024
BUY
$74.48 - $81.76 $88,184 - $96,803
1,184 Added 27.31%
5,519 $414,000
Q1 2024

May 10, 2024
SELL
$75.05 - $80.02 $202,559 - $215,973
-2,699 Reduced 38.37%
4,335 $341,000
Q4 2023

Feb 14, 2024
SELL
$70.72 - $81.11 $45,402 - $52,072
-642 Reduced 8.36%
7,034 $570,000
Q3 2023

Nov 16, 2023
BUY
$73.96 - $82.95 $122,033 - $136,867
1,650 Added 27.38%
7,676 $572,000
Q2 2023

Jul 21, 2023
BUY
$76.79 - $81.48 $2,303 - $2,444
30 Added 0.5%
6,026 $476,000
Q1 2023

May 15, 2023
BUY
$75.46 - $83.68 $1,886 - $2,092
25 Added 0.42%
5,996 $474,000
Q4 2022

Feb 10, 2023
SELL
$69.82 - $81.82 $21,644 - $25,364
-310 Reduced 4.94%
5,971 $471,000
Q3 2022

Nov 03, 2022
BUY
$70.77 - $83.78 $444,506 - $526,222
6,281 New
6,281 $445,000
Q1 2022

May 16, 2022
SELL
$82.15 - $90.96 $581,211 - $643,542
-7,075 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$87.78 - $97.25 $27,562 - $30,536
314 Added 4.64%
7,075 $642,000
Q2 2021

Aug 04, 2021
BUY
$94.42 - $99.78 $224,436 - $237,177
2,377 Added 54.22%
6,761 $672,000
Q1 2021

Apr 30, 2021
BUY
$92.2 - $100.06 $95,980 - $104,162
1,041 Added 31.14%
4,384 $416,000
Q4 2020

Jan 29, 2021
BUY
$77.55 - $93.5 $259,249 - $312,570
3,343 New
3,343 $312,000

Others Institutions Holding SDG

# of Institutions
128
Shares Held
1.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

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