Creative Planning
Position in ISCB — iShares Morningstar Small-Cap ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in ISCB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCB | $255,348 | 3,923 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 ISCB | $255,034 | 3,923 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 ISCB | $248,835 | 3,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ISCB | $228,632 | 3,923 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 ISCB | $209,243 | 3,862 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCB | $218,332 | 3,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 ISCB | $218,444 | 3,722 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 ISCB | $200,504 | 3,722 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||