Ownership history in Creative Planning · 3 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in ISHARES TR (LDRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 17,122 | — | 0% | 0.00% | $432K | $25.24 |
| 2025 Q3 | ADDED | 17,122 | +1,422 | +9.1% | 0.00% | $440K | $25.11 |
| 2025 Q2 | INITIATED | 15,700 | — | — | 0.00% | $403K | $24.82 |