Creative Planning's ownership history for IWM

Creative Planning currently holds 568.7K shares with a market value of $137.6M. It started holding IWM on 2024-09-30. At its peak, it held 603.7K shares on 2025-03-31. Its highest holding value was $137.6M on 2025-09-30. At its lowest, it held 560.7K shares on 2024-09-30, with a value of $120.4M on 2025-03-31. In the recent 180 days, Creative Planning has decreased its shares by 35.0K. In the recent year, Creative Planning has increased its shares by 8.0K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $86 on 2025-06-30. At its peak, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $86 on 2025-09-30. At its lowest, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $73 on 2025-06-30.

It has also owned 128 contracts of puts, with the market value of the underlying securities totaling $5.0K on 2025-06-30. At its peak, it held 128 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $6.9K on 2025-06-30. At its lowest, it held 15 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $5.0K on 2025-09-30.