Creative Planning ISHARES TR Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
12,570
Previous 11,426 10.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
1,144 Added 10.01%
12,570 $0
Q1 2025

May 15, 2025
BUY
N/A
11,426 New
11,426 $0
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email