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iShares Morningstar Mid Core Index shares owned by LPL Financial

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares Morningstar Mid Core Index

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All positions including iShares Morningstar Mid Core 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 Morningstar Mid Core Index by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $26M 435k 59.73
2023-06-30 $24M 380k 63.29
2023-03-31 $23M 377k 60.64
2022-12-31 $23M 393k 58.67
2022-09-30 $22M 414k 53.88
2022-06-30 $23M 405k 56.35
2022-03-31 $28M 416k 67.30
2021-12-31 $27M 373k 71.08
2021-09-30 $24M 354k 66.54
2021-06-30 $22M 332k 67.05
2021-03-31 $20M 80k 251.44
2020-12-31 $19M 80k 234.18
2020-09-30 $15M 74k 200.32
2020-06-30 $14M 74k 184.40
2020-03-31 $9.5M 62k 153.15
2019-12-31 $15M 72k 209.55
2019-09-30 $12M 60k 197.77
2019-06-30 $11M 56k 193.99
2019-03-31 $10M 54k 188.00
2018-12-31 $8.8M 55k 161.64
2018-09-30 $11M 55k 189.50
2018-06-30 $10M 56k 183.61
2018-03-31 $12M 68k 181.36
2017-12-31 $12M 64k 185.65
2017-09-30 $12M 69k 174.84
2017-06-30 $12M 69k 168.80
2017-03-31 $13M 75k 166.10
2016-12-31 $11M 72k 158.59
2016-09-30 $11M 69k 152.46
2016-06-30 $9.9M 66k 149.08
2016-03-31 $18M 122k 143.45
2015-12-31 $17M 121k 141.57
2015-09-30 $7.7M 54k 142.64
2015-06-30 $8.1M 54k 151.25
2015-03-31 $7.3M 48k 152.69
2014-12-31 $6.8M 46k 147.43
2014-09-30 $6.1M 44k 137.07
2014-06-30 $7.2M 51k 141.03
2014-03-31 $7.6M 57k 135.03
2013-12-31 $8.2M 64k 129.35
2013-09-30 $7.3M 61k 121.01
2013-06-30 $7.0M 64k 110.73
2012-09-30 $4.7M 49k 95.47
2011-09-30 $2.0M 27k 75.01

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Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding iShares Morningstar Mid Core Index

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Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
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View all funds holding iShares Morningstar Mid Core Index