Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (LRGF) 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 | $1.2M | 20k | 58.77 |
| 2024-06-30 | $1.1M | 20k | 55.69 |
| 2024-03-31 | $1.1M | 20k | 53.81 |
| 2023-12-31 | $954k | 20k | 48.29 |
| 2023-09-30 | $865k | 20k | 43.32 |
| 2023-06-30 | $880k | 20k | 44.56 |
| 2023-03-31 | $819k | 20k | 41.44 |
| 2022-12-31 | $743k | 19k | 39.01 |
| 2022-03-31 | $209k | 4.7k | 44.49 |
| 2021-12-31 | $223k | 4.8k | 46.61 |
| 2021-06-30 | $201k | 4.7k | 42.79 |