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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ishares Tr

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All positions including Ishares Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 184k 21.22
2024-06-30 $3.0M 150k 20.29
2024-03-31 $3.0M 145k 20.49
2023-09-30 $1.6M 82k 19.39
2023-06-30 $1.2M 61k 20.27
2023-03-31 $740k 36k 20.64
2022-12-31 $231k 12k 19.89