Creative Planning
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in ISCV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCV | $344,839 | 4,961 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 ISCV | $339,760 | 4,960 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 ISCV | $330,334 | 4,957 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ISCV | $304,187 | 4,955 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 ISCV | $243,900 | 4,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 ISCV | $260,678 | 4,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 ISCV | $260,839 | 4,109 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 ISCV | $237,836 | 4,107 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 ISCV | $251,226 | 4,105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 ISCV | $242,938 | 4,103 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 ISCV | $212,194 | 4,098 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 ISCV | $221,373 | 4,098 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 ISCV | $212,853 | 4,080 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCV | $221,307 | 4,251 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 ISCV | $202,050 | 4,251 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 ISCV | $213,867 | 4,251 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 ISCV | $249,831 | 4,251 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 ISCV | $252,636 | 4,251 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 ISCV | $241,669 | 4,251 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 ISCV | $250,050 | 4,254 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 ISCV | $79,706 | 1,417 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 ISCV | $75,928 | 1,617 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||