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iShares S&P MidCap 400 Value Index shares owned by LPL Financial

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $86M 854k 100.93
2023-06-30 $63M 588k 107.13
2023-03-31 $72M 704k 102.77
2022-12-31 $94M 934k 100.80
2022-09-30 $83M 926k 90.00
2022-06-30 $84M 894k 94.41
2022-03-31 $98M 896k 109.64
2021-12-31 $136M 1.2M 110.68
2021-09-30 $112M 1.1M 103.04
2021-06-30 $80M 762k 105.34
2021-03-31 $52M 506k 101.93
2020-12-31 $33M 378k 86.30
2020-09-30 $24M 181k 134.86
2020-06-30 $27M 203k 132.94
2020-03-31 $24M 219k 109.75
2019-12-31 $58M 337k 170.73
2019-09-30 $42M 265k 159.90
2019-06-30 $44M 273k 159.47
2019-03-31 $61M 388k 156.97
2018-12-31 $30M 219k 138.34
2018-09-30 $34M 206k 167.33
2018-06-30 $31M 190k 162.03
2018-03-31 $29M 185k 154.50
2017-12-31 $28M 177k 160.11
2017-09-30 $24M 156k 152.73
2017-06-30 $26M 177k 148.55
2017-03-31 $57M 385k 147.30
2016-12-31 $67M 457k 146.33
2016-09-30 $41M 309k 131.36
2016-06-30 $73M 576k 127.01
2016-03-31 $52M 423k 121.67
2015-12-31 $36M 313k 115.92
2015-09-30 $19M 160k 119.57
2015-06-30 $43M 335k 128.26
2015-03-31 $44M 335k 130.77
2014-12-31 $41M 319k 127.83
2014-09-30 $51M 427k 118.73
2014-06-30 $59M 462k 126.92
2014-03-31 $47M 388k 120.42
2013-12-31 $43M 366k 116.23
2013-09-30 $40M 358k 110.34
2013-06-30 $36M 356k 101.27
2012-09-30 $22M 262k 85.01
2011-09-30 $8.8M 133k 66.01

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co
Baird Financial

View all funds holding iShares S&P MidCap 400 Value Index