LRI Investments, LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 2023325
PALM BEACH GARDENS, FL
All Filings in ISCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 ISCV | $1,065,976 | 17,976 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 ISCV | $1,154,125 | 18,201 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 ISCV | $1,155,399 | 18,201 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 ISCV | $1,054,019 | 18,201 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 ISCV | $1,121,245 | 18,321 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||