Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 14k | 72.04 |
| 2024-06-30 | $925k | 14k | 67.43 |
| 2024-03-31 | $933k | 14k | 68.13 |
| 2023-12-31 | $530k | 8.3k | 63.88 |
| 2023-03-31 | $229k | 3.8k | 59.59 |
| 2022-12-31 | $209k | 3.8k | 54.27 |
| 2021-12-31 | $387k | 5.6k | 68.85 |
| 2021-09-30 | $381k | 5.6k | 67.78 |
| 2021-06-30 | $381k | 5.6k | 67.78 |
| 2021-03-31 | $365k | 5.6k | 64.94 |