Creative Planning Ishares Tr Intl Developed Smal Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Ishares Tr Intl Developed Smal stock. As of the latest transaction made, Creative Planning holds 19,948 shares of ISVL stock, worth $897,261. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,948
Previous 19,948
-0.0%
Holding current value
$897,261
Previous $739,000
13.4%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ISVL
# of Institutions
19Shares Held
241KCall Options Held
0Put Options Held
0-
Peregrine Asset Advisers, Inc. Portland, OR99.7KShares$4.49 Million1.43% of portfolio
-
New Edge Advisors, LLC New Orleans, LA38.4KShares$1.73 Million0.01% of portfolio
-
Valued Wealth Advisors LLC Holladay, UT19.3KShares$870,3180.42% of portfolio
-
Glass Jacobson Investment Advisors LLC Owings Mills, MD18.4KShares$825,9220.3% of portfolio
-
Wealth Enhancement Advisory Services, LLC11.2KShares$502,2010.0% of portfolio