A detailed history of Creative Planning transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Creative Planning holds 7,626 shares of XT stock, worth $465,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,626
Previous 8,453 9.78%
Holding current value
$465,948
Previous $497,000 6.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$54.51 - $61.59 $45,079 - $50,934
-827 Reduced 9.78%
7,626 $464,000
Q2 2024

Aug 15, 2024

BUY
$54.45 - $59.72 $74,106 - $81,278
1,361 Added 19.19%
8,453 $497,000
Q1 2024

May 10, 2024

BUY
$56.54 - $61.02 $12,834 - $13,851
227 Added 3.31%
7,092 $422,000
Q4 2023

Feb 14, 2024

SELL
$48.21 - $60.43 $49,511 - $62,061
-1,027 Reduced 13.01%
6,865 $411,000
Q3 2023

Nov 16, 2023

BUY
$51.24 - $58.44 $53,135 - $60,602
1,037 Added 15.13%
7,892 $412,000
Q2 2023

Jul 21, 2023

BUY
$49.89 - $56.59 $38,465 - $43,630
771 Added 12.67%
6,855 $381,000
Q1 2023

May 15, 2023

SELL
$47.43 - $55.75 $13,090 - $15,387
-276 Reduced 4.34%
6,084 $320,000
Q4 2022

Feb 10, 2023

SELL
$43.76 - $51.48 $21,354 - $25,122
-488 Reduced 7.13%
6,360 $301,000
Q3 2022

Nov 03, 2022

SELL
$44.57 - $54.25 $11,766 - $14,322
-264 Reduced 3.71%
6,848 $305,000
Q2 2022

Aug 15, 2022

SELL
$45.91 - $60.17 $14,278 - $18,712
-311 Reduced 4.19%
7,112 $341,000
Q1 2022

May 16, 2022

BUY
$53.33 - $66.42 $92,580 - $115,305
1,736 Added 30.53%
7,423 $438,000
Q4 2021

Feb 11, 2022

SELL
$61.75 - $67.29 $39,952 - $43,536
-647 Reduced 10.21%
5,687 $376,000
Q3 2021

Nov 10, 2021

BUY
$61.98 - $66.61 $4,648 - $4,995
75 Added 1.2%
6,334 $397,000
Q2 2021

Aug 04, 2021

SELL
$58.68 - $63.51 $168,939 - $182,845
-2,879 Reduced 31.51%
6,259 $396,000
Q1 2021

Apr 30, 2021

BUY
$56.43 - $62.22 $306,809 - $338,290
5,437 Added 146.91%
9,138 $541,000
Q4 2020

Jan 29, 2021

BUY
$47.8 - $57.26 $176,907 - $211,919
3,701 New
3,701 $212,000
Q1 2020

May 05, 2020

SELL
$30.69 - $45.28 $354,653 - $523,255
-11,556 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$37.58 - $42.97 $29,425 - $33,645
-783 Reduced 6.35%
11,556 $494,000
Q3 2019

Nov 01, 2019

SELL
$36.92 - $39.71 $38,396 - $41,298
-1,040 Reduced 7.77%
12,339 $477,000
Q2 2019

Jul 26, 2019

BUY
$36.05 - $39.23 $7,209 - $7,845
200 Added 1.52%
13,379 $516,000
Q1 2019

Apr 24, 2019

BUY
$32.41 - $38.63 $18,765 - $22,366
579 Added 4.6%
13,179 $501,000
Q4 2018

Feb 01, 2019

SELL
$31.56 - $38.88 $30,139 - $37,130
-955 Reduced 7.05%
12,600 $419,000
Q3 2018

Oct 25, 2018

SELL
$36.19 - $39.12 $19,434 - $21,007
-537 Reduced 3.81%
13,555 $525,000
Q2 2018

Jul 20, 2018

BUY
$35.54 - $37.89 $233,177 - $248,596
6,561 Added 87.12%
14,092 $511,000
Q1 2018

Apr 18, 2018

SELL
$34.84 - $38.52 $29,091 - $32,164
-835 Reduced 9.98%
7,531 $274,000
Q4 2017

Jan 17, 2018

SELL
$34.53 - $35.64 $30,593 - $31,577
-886 Reduced 9.58%
8,366 $296,000
Q3 2017

Oct 17, 2017

BUY
$33.84 - $34.33 $313,087 - $317,621
9,252
9,252 $318,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


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