LRI Investments, LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 2023325
PALM BEACH GARDENS, FL
All Filings in ISCG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $2,487,920 | 45,400 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 ISCG | $2,578,723 | 46,497 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 ISCG | $2,525,252 | 46,497 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 ISCG | $2,313,690 | 46,497 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 ISCG | $2,094,689 | 46,497 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 ISCG | $2,402,123 | 48,567 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 ISCG | $2,377,840 | 48,567 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 ISCG | $2,208,827 | 48,567 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 ISCG | $2,288,962 | 49,151 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||