Ishares Tr rus200 val idx shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Ishares Tr rus200 val idx
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Quarterly reported holdings in Ishares Tr rus200 val idx by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.6M | 55k | 65.37 |
| 2023-06-30 | $3.5M | 52k | 67.44 |
| 2023-03-31 | $3.0M | 46k | 65.10 |
| 2022-12-31 | $3.2M | 50k | 64.97 |
| 2022-09-30 | $2.7M | 46k | 57.71 |
| 2022-06-30 | $2.8M | 45k | 61.77 |
| 2022-03-31 | $2.4M | 34k | 69.66 |
| 2021-12-31 | $2.5M | 35k | 70.08 |
| 2021-09-30 | $2.3M | 36k | 65.66 |
| 2021-06-30 | $2.0M | 30k | 66.45 |
| 2021-03-31 | $1.5M | 24k | 63.70 |
| 2020-12-31 | $1.2M | 21k | 57.88 |
| 2020-09-30 | $1.2M | 23k | 51.07 |
| 2020-06-30 | $1.3M | 27k | 48.84 |
| 2020-03-31 | $1.3M | 29k | 44.10 |
| 2019-12-31 | $7.8M | 134k | 58.51 |
| 2019-09-30 | $7.1M | 130k | 54.77 |
| 2019-06-30 | $6.9M | 127k | 54.04 |
| 2019-03-31 | $14M | 270k | 52.56 |
| 2018-12-31 | $6.0M | 126k | 47.80 |
| 2018-09-30 | $7.6M | 142k | 53.46 |
| 2018-06-30 | $6.7M | 132k | 50.89 |
| 2018-03-31 | $6.4M | 126k | 50.44 |
| 2017-12-31 | $6.6M | 125k | 52.42 |
| 2017-09-30 | $2.3M | 47k | 49.95 |
| 2017-06-30 | $2.2M | 45k | 48.89 |
| 2017-03-31 | $2.0M | 42k | 48.17 |
| 2016-12-31 | $917k | 19k | 47.40 |
| 2016-09-30 | $835k | 19k | 43.87 |
| 2016-06-30 | $681k | 16k | 43.05 |
| 2016-03-31 | $1.6M | 38k | 41.15 |
| 2015-12-31 | $1.3M | 31k | 41.12 |
| 2015-09-30 | $674k | 17k | 40.68 |
| 2015-06-30 | $715k | 17k | 43.01 |
| 2015-03-31 | $662k | 15k | 42.95 |
| 2014-12-31 | $609k | 14k | 44.49 |
| 2014-09-30 | $669k | 16k | 42.14 |
| 2014-06-30 | $616k | 14k | 42.88 |
| 2014-03-31 | $604k | 15k | 40.92 |
| 2013-12-31 | $635k | 16k | 40.26 |
| 2013-09-30 | $829k | 22k | 37.30 |
| 2013-06-30 | $913k | 26k | 35.81 |
| 2012-09-30 | $1.2M | 40k | 31.28 |
| 2011-09-30 | $217k | 8.8k | 24.54 |