Ida shares owned by LPL Financial
Historical chart of LPL Financial investment in Ida
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All positions including Ida held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ida by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 46k | 132.15 |
| 2025-06-30 | $4.2M | 37k | 115.45 |
| 2025-03-31 | $3.7M | 32k | 116.22 |
| 2024-12-31 | $3.1M | 29k | 109.28 |
| 2024-09-30 | $2.1M | 21k | 103.09 |
| 2024-06-30 | $1.8M | 20k | 93.15 |
| 2024-03-31 | $2.0M | 21k | 92.89 |
| 2023-09-30 | $1.5M | 16k | 93.65 |
| 2023-06-30 | $1.5M | 15k | 102.60 |
| 2023-03-31 | $1.5M | 14k | 108.33 |
| 2022-12-31 | $1.6M | 15k | 107.85 |
| 2022-09-30 | $1.5M | 15k | 99.04 |
| 2022-06-30 | $1.7M | 16k | 105.90 |
| 2022-03-31 | $1.8M | 16k | 115.38 |
| 2021-12-31 | $1.8M | 16k | 113.30 |
| 2021-09-30 | $1.5M | 14k | 103.40 |
| 2021-06-30 | $1.2M | 12k | 97.53 |
| 2021-03-31 | $1.2M | 12k | 99.94 |
| 2020-12-31 | $864k | 9.0k | 96.03 |
| 2020-09-30 | $674k | 8.4k | 79.94 |
| 2020-06-30 | $541k | 6.2k | 87.41 |
| 2020-03-31 | $585k | 6.7k | 87.86 |
| 2019-12-31 | $326k | 3.1k | 106.82 |
| 2019-09-30 | $384k | 3.4k | 112.71 |
| 2019-06-30 | $334k | 3.3k | 100.57 |
| 2019-03-31 | $460k | 4.6k | 99.52 |
| 2018-12-31 | $445k | 4.8k | 93.04 |
| 2018-09-30 | $501k | 5.0k | 99.27 |
| 2018-06-30 | $493k | 5.3k | 92.20 |
| 2018-03-31 | $411k | 4.7k | 88.27 |
| 2017-12-31 | $432k | 4.7k | 91.33 |
| 2017-09-30 | $334k | 3.8k | 87.89 |
| 2017-06-30 | $658k | 7.7k | 85.32 |
| 2017-03-31 | $318k | 3.9k | 82.47 |
| 2016-12-31 | $386k | 4.8k | 80.12 |
| 2016-09-30 | $402k | 5.4k | 74.50 |
| 2016-06-30 | $475k | 5.8k | 81.84 |
| 2016-03-31 | $243k | 3.3k | 72.60 |
| 2015-09-30 | $274k | 4.2k | 65.13 |
| 2015-03-31 | $216k | 3.4k | 63.40 |
| 2014-12-31 | $324k | 4.9k | 66.24 |
| 2013-12-31 | $234k | 4.5k | 51.83 |
| 2013-09-30 | $209k | 4.2k | 50.18 |
| 2013-06-30 | $252k | 5.3k | 47.68 |