LPL Financial »

iShares Morningstar Large Value shares owned by LPL Financial

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $29M 381k 76.32
2024-03-31 $26M 341k 76.86
2023-09-30 $29M 440k 64.77
2023-06-30 $26M 384k 66.52
2023-03-31 $25M 390k 63.90
2022-12-31 $24M 380k 63.23
2022-09-30 $22M 387k 56.47
2022-06-30 $23M 377k 60.39
2022-03-31 $26M 379k 68.58
2021-12-31 $26M 380k 69.60
2021-09-30 $23M 356k 63.64
2021-06-30 $21M 318k 64.56
2021-03-31 $19M 151k 122.84
2020-12-31 $14M 125k 112.26
2020-09-30 $7.9M 80k 98.84
2020-06-30 $6.5M 67k 96.72
2020-03-31 $5.9M 68k 86.61
2019-12-31 $8.3M 71k 117.20
2019-09-30 $7.5M 68k 110.45
2019-06-30 $6.8M 63k 107.93
2019-03-31 $6.6M 63k 105.41
2018-12-31 $6.0M 62k 96.33
2018-09-30 $6.5M 61k 107.38
2018-06-30 $6.2M 62k 101.67
2018-03-31 $6.3M 62k 101.56
2017-12-31 $6.5M 62k 105.59
2017-09-30 $6.2M 62k 99.61
2017-06-30 $6.2M 64k 96.00
2017-03-31 $6.1M 64k 95.70
2016-12-31 $5.6M 59k 95.08
2016-09-30 $4.2M 48k 87.23
2016-06-30 $4.0M 47k 86.62
2016-03-31 $8.7M 105k 83.04
2015-12-31 $7.6M 94k 81.17
2015-09-30 $3.7M 47k 80.02
2015-06-30 $5.1M 61k 84.05
2015-03-31 $5.0M 60k 83.47
2014-12-31 $5.1M 60k 86.20
2014-09-30 $5.1M 61k 83.48
2014-06-30 $5.2M 61k 84.74
2014-03-31 $4.6M 56k 81.64
2013-12-31 $4.9M 61k 80.41
2013-09-30 $4.4M 60k 74.73
2013-06-30 $3.9M 53k 72.73
2012-09-30 $3.5M 53k 65.39
2011-09-30 $3.6M 69k 52.77

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
H D Vest Advisory Services
Jpmorgan Chase & Co
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value