Creative Planning's ownership history for ISRG


Creative Planning currently holds 98.5K shares with a market value of $44.1M. It started holding ISRG on 2024-09-30. At its peak, it held 103.3K shares on 2025-06-30. Its highest holding value was $56.2M on 2025-06-30. At its lowest, it held 68.9K shares on 2024-09-30, with a value of $33.8M on 2024-09-30. In the recent 180 days, Creative Planning has increased its shares by 1.0K. In the recent year, Creative Planning has increased its shares by 29.6K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $5.9K on 2025-09-30. At its peak, it held 2 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $5.9K on 2025-09-30. At its lowest, it held 2 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $5.9K on 2025-09-30.

It has also owned 95 contracts of puts, with the market value of the underlying securities totaling $380.0K on 2025-03-31. At its peak, it held 161 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $885.5K on 2025-03-31. At its lowest, it held 95 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $157.7K on 2025-06-30. In the recent 180 days, Creative Planning has decreased its holdings by 66 contracts.


Creative Planning's ownership history for ISRG
Creative Planning's ownership history for ISRG Call Options
Creative Planning's ownership history for ISRG Put Options