iShares Morningstar Small Growth shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 355k | 48.96 |
| 2024-06-30 | $15M | 324k | 45.48 |
| 2024-03-31 | $16M | 334k | 46.57 |
| 2023-09-30 | $8.1M | 209k | 38.76 |
| 2023-06-30 | $8.2M | 198k | 41.41 |
| 2023-03-31 | $6.3M | 161k | 38.98 |
| 2022-12-31 | $5.9M | 165k | 36.04 |
| 2022-09-30 | $7.2M | 208k | 34.66 |
| 2022-06-30 | $7.5M | 213k | 35.32 |
| 2022-03-31 | $13M | 298k | 44.19 |
| 2021-12-31 | $18M | 358k | 49.64 |
| 2021-09-30 | $22M | 437k | 49.24 |
| 2021-06-30 | $21M | 398k | 51.81 |
| 2021-03-31 | $32M | 105k | 300.44 |
| 2020-12-31 | $26M | 85k | 303.50 |
| 2020-09-30 | $7.0M | 29k | 237.57 |
| 2020-06-30 | $6.2M | 28k | 221.01 |
| 2020-03-31 | $3.7M | 23k | 166.24 |
| 2019-12-31 | $4.7M | 22k | 211.95 |
| 2019-09-30 | $4.0M | 21k | 194.65 |
| 2019-06-30 | $4.9M | 24k | 203.61 |
| 2019-03-31 | $6.4M | 32k | 199.46 |
| 2018-12-31 | $3.9M | 24k | 166.47 |
| 2018-09-30 | $6.8M | 32k | 212.66 |
| 2018-06-30 | $8.1M | 41k | 198.53 |
| 2018-03-31 | $3.4M | 19k | 185.54 |
| 2017-12-31 | $3.2M | 18k | 179.42 |
| 2017-09-30 | $3.2M | 19k | 169.66 |
| 2017-06-30 | $2.9M | 18k | 160.94 |
| 2017-03-31 | $2.7M | 18k | 151.57 |
| 2016-12-31 | $2.5M | 18k | 144.65 |
| 2016-09-30 | $2.6M | 18k | 142.39 |
| 2016-06-30 | $1.8M | 13k | 134.38 |
| 2016-03-31 | $3.3M | 26k | 126.86 |
| 2015-12-31 | $3.5M | 27k | 130.73 |
| 2015-09-30 | $1.3M | 9.8k | 133.74 |
| 2015-06-30 | $1.7M | 12k | 143.13 |
| 2015-03-31 | $1.8M | 12k | 142.90 |
| 2014-12-31 | $1.7M | 13k | 135.11 |
| 2014-09-30 | $1.7M | 13k | 123.87 |
| 2014-06-30 | $1.6M | 12k | 134.10 |
| 2014-03-31 | $2.2M | 17k | 130.82 |
| 2013-12-31 | $2.4M | 18k | 132.50 |
| 2013-09-30 | $2.2M | 18k | 124.63 |
| 2013-06-30 | $1.8M | 17k | 108.86 |
| 2012-09-30 | $1.8M | 19k | 94.92 |
| 2011-09-30 | $2.4M | 33k | 73.31 |
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