iShares Morningstar Mid Value Idx shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 163k | 76.64 |
| 2024-06-30 | $13M | 179k | 70.24 |
| 2024-03-31 | $13M | 175k | 72.55 |
| 2023-09-30 | $6.7M | 111k | 60.59 |
| 2023-06-30 | $7.2M | 113k | 63.70 |
| 2023-03-31 | $7.3M | 117k | 61.88 |
| 2022-12-31 | $7.5M | 121k | 62.05 |
| 2022-09-30 | $6.8M | 121k | 55.94 |
| 2022-06-30 | $7.6M | 127k | 59.36 |
| 2022-03-31 | $11M | 157k | 68.89 |
| 2021-12-31 | $10M | 147k | 68.27 |
| 2021-09-30 | $9.6M | 152k | 63.22 |
| 2021-06-30 | $7.2M | 112k | 64.22 |
| 2021-03-31 | $6.2M | 34k | 184.40 |
| 2020-12-31 | $4.3M | 28k | 156.41 |
| 2020-09-30 | $3.5M | 26k | 131.00 |
| 2020-06-30 | $3.9M | 31k | 126.29 |
| 2020-03-31 | $3.5M | 33k | 106.92 |
| 2019-12-31 | $4.9M | 29k | 168.71 |
| 2019-09-30 | $4.5M | 28k | 160.97 |
| 2019-06-30 | $4.2M | 26k | 157.42 |
| 2019-03-31 | $4.1M | 26k | 155.74 |
| 2018-12-31 | $3.1M | 22k | 138.79 |
| 2018-09-30 | $3.0M | 19k | 161.92 |
| 2018-06-30 | $2.6M | 16k | 159.14 |
| 2018-03-31 | $2.7M | 17k | 155.98 |
| 2017-12-31 | $3.2M | 20k | 159.49 |
| 2017-09-30 | $3.2M | 21k | 151.10 |
| 2017-06-30 | $3.4M | 23k | 148.07 |
| 2017-03-31 | $3.6M | 25k | 147.24 |
| 2016-12-31 | $2.9M | 20k | 145.86 |
| 2016-09-30 | $4.7M | 35k | 132.73 |
| 2016-06-30 | $2.8M | 23k | 124.82 |
| 2016-03-31 | $3.2M | 26k | 121.42 |
| 2015-12-31 | $3.4M | 29k | 117.61 |
| 2015-09-30 | $1.9M | 16k | 117.99 |
| 2015-06-30 | $2.5M | 20k | 123.67 |
| 2015-03-31 | $2.7M | 22k | 125.76 |
| 2014-12-31 | $3.1M | 25k | 124.55 |
| 2014-09-30 | $2.5M | 22k | 118.52 |
| 2014-06-30 | $3.2M | 26k | 124.34 |
| 2014-03-31 | $2.1M | 17k | 117.92 |
| 2013-12-31 | $1.9M | 17k | 114.34 |
| 2013-09-30 | $1.2M | 11k | 106.53 |
| 2013-06-30 | $983k | 10k | 97.70 |
| 2012-09-30 | $985k | 12k | 79.40 |
| 2011-09-30 | $1.5M | 23k | 64.26 |
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