Banco Itau Holding Financeira shares owned by Creative Planning
Quarter-by-quarter ownership of Banco Itau Holding Financeira (ITUB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Banco Itau Holding Financeira
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Quarterly reported holdings in Banco Itau Holding Financeira by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 245k | 7.16 |
| 2025-09-30 | $1.6M | 217k | 7.34 |
| 2025-06-30 | $1.1M | 162k | 6.79 |
| 2025-03-31 | $539k | 98k | 5.50 |
| 2024-12-31 | $196k | 40k | 4.96 |
| 2024-09-30 | $99k | 15k | 6.65 |
| 2024-06-30 | $65k | 11k | 5.84 |
| 2024-03-31 | $78k | 11k | 6.93 |
| 2023-12-31 | $78k | 11k | 6.95 |
| 2023-09-30 | $62k | 12k | 5.37 |
| 2023-06-30 | $64k | 11k | 5.90 |
| 2023-03-31 | $54k | 11k | 4.87 |
| 2022-12-31 | $53k | 11k | 4.71 |
| 2022-09-30 | $64k | 12k | 5.20 |
| 2022-06-30 | $52k | 12k | 4.26 |
| 2022-03-31 | $69k | 12k | 5.66 |
| 2021-12-31 | $43k | 11k | 3.78 |
| 2021-09-30 | $60k | 12k | 5.24 |
| 2021-06-30 | $68k | 11k | 6.03 |
| 2021-03-31 | $52k | 11k | 4.93 |
| 2020-12-31 | $64k | 11k | 6.07 |
| 2020-09-30 | $42k | 11k | 3.99 |
| 2020-06-30 | $50k | 11k | 4.72 |
| 2020-03-31 | $53k | 12k | 4.46 |
| 2019-12-31 | $108k | 12k | 9.18 |
| 2019-09-30 | $99k | 12k | 8.41 |
| 2019-06-30 | $110k | 12k | 9.39 |
| 2019-03-31 | $114k | 13k | 8.80 |
| 2018-12-31 | $0 | 19k | 0.00 |
| 2017-06-30 | $63k | 5.7k | 11.11 |
| 2017-03-31 | $61k | 5.0k | 12.13 |
| 2016-12-31 | $52k | 5.0k | 10.34 |
| 2016-09-30 | $54k | 5.0k | 10.90 |
| 2016-06-30 | $43k | 4.6k | 9.39 |
| 2016-03-31 | $0 | 4 | 0.00 |
| 2015-12-31 | $0 | 5.0k | 0.00 |
| 2015-09-30 | $0 | 5.0k | 0.00 |
| 2015-06-30 | $701k | 64k | 10.95 |
| 2015-03-31 | $0 | 4 | 0.00 |
| 2014-12-31 | $4.0k | 317 | 12.62 |
| 2014-09-30 | $0 | 4 | 0.00 |
| 2014-06-30 | $999 | 41 | 24.39 |
| 2014-03-31 | $223k | 15k | 14.86 |
| 2013-12-31 | $0 | 4 | 0.00 |
| 2013-09-30 | $0 | 4 | 0.00 |
| 2013-06-30 | $0 | 4 | 0.00 |
| 2012-12-31 | $8.0k | 504 | 15.87 |
| 2012-09-30 | $2.0k | 104 | 19.23 |
| 2012-06-30 | $6.0k | 426 | 14.08 |
| 2011-12-31 | $6.0k | 326 | 18.40 |
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