Ida shares owned by Creative Planning
Historical chart of Creative Planning investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ida by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 27k | 132.15 |
| 2025-06-30 | $2.3M | 20k | 115.45 |
| 2025-03-31 | $2.2M | 19k | 116.22 |
| 2024-12-31 | $2.2M | 20k | 109.28 |
| 2024-09-30 | $1.8M | 17k | 103.09 |
| 2024-06-30 | $1.5M | 16k | 93.15 |
| 2024-03-31 | $738k | 7.9k | 92.89 |
| 2023-12-31 | $734k | 7.5k | 98.32 |
| 2023-09-30 | $698k | 7.5k | 93.65 |
| 2023-06-30 | $601k | 5.9k | 102.60 |
| 2023-03-31 | $589k | 5.4k | 108.33 |
| 2022-12-31 | $524k | 4.9k | 107.85 |
| 2022-09-30 | $465k | 4.7k | 98.96 |
| 2022-06-30 | $367k | 3.5k | 105.89 |
| 2022-03-31 | $368k | 3.2k | 115.51 |
| 2021-12-31 | $262k | 2.3k | 113.17 |
| 2021-09-30 | $268k | 2.6k | 103.20 |
| 2021-06-30 | $235k | 2.4k | 97.31 |
| 2021-03-31 | $461k | 4.6k | 100.04 |
| 2020-12-31 | $445k | 4.6k | 96.01 |
| 2020-09-30 | $362k | 4.5k | 79.82 |
| 2020-06-30 | $360k | 4.1k | 87.27 |
| 2020-03-31 | $367k | 4.2k | 87.80 |
| 2019-12-31 | $451k | 4.2k | 106.85 |
| 2019-09-30 | $471k | 4.2k | 112.73 |
| 2019-06-30 | $418k | 4.2k | 100.55 |
| 2019-03-31 | $601k | 6.0k | 99.54 |
| 2018-12-31 | $551k | 5.9k | 92.98 |
| 2018-09-30 | $543k | 5.5k | 99.18 |
| 2018-06-30 | $416k | 4.5k | 92.32 |
| 2018-03-31 | $415k | 4.7k | 88.35 |
| 2017-12-31 | $379k | 4.1k | 91.41 |
| 2017-09-30 | $374k | 4.3k | 87.83 |
| 2017-06-30 | $220k | 2.6k | 85.24 |
| 2017-03-31 | $214k | 2.6k | 82.98 |
| 2016-12-31 | $149k | 1.8k | 80.58 |
| 2016-09-30 | $137k | 1.7k | 78.47 |
| 2016-06-30 | $141k | 1.7k | 81.46 |
| 2016-03-31 | $127k | 1.7k | 74.44 |
| 2015-12-31 | $123k | 1.8k | 68.14 |
| 2015-09-30 | $176k | 2.7k | 64.85 |
| 2015-03-31 | $64k | 1.0k | 62.62 |
| 2014-12-31 | $153k | 2.3k | 66.38 |
| 2014-09-30 | $154k | 2.9k | 53.75 |
| 2014-06-30 | $138k | 2.4k | 57.96 |
| 2014-03-31 | $155k | 2.8k | 55.48 |
| 2013-12-31 | $92k | 1.8k | 51.86 |
| 2013-09-30 | $81k | 1.7k | 48.39 |
| 2013-06-30 | $134k | 2.8k | 47.62 |
| 2012-12-31 | $122k | 2.8k | 43.42 |
| 2012-09-30 | $93k | 2.2k | 43.26 |
| 2012-06-30 | $90k | 2.2k | 41.86 |
| 2011-12-31 | $64k | 1.5k | 42.47 |