iShares Morningstar Small Value shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 84k | 63.48 |
| 2024-06-30 | $4.8M | 83k | 57.91 |
| 2024-03-31 | $5.1M | 83k | 61.20 |
| 2023-09-30 | $4.6M | 90k | 51.78 |
| 2023-06-30 | $4.8M | 88k | 54.02 |
| 2023-03-31 | $4.9M | 94k | 52.17 |
| 2022-12-31 | $4.8M | 93k | 52.06 |
| 2022-09-30 | $4.4M | 92k | 47.53 |
| 2022-06-30 | $4.5M | 89k | 50.31 |
| 2022-03-31 | $5.2M | 89k | 58.77 |
| 2021-12-31 | $5.4M | 91k | 59.43 |
| 2021-09-30 | $5.4M | 96k | 56.86 |
| 2021-06-30 | $7.4M | 125k | 58.78 |
| 2021-03-31 | $4.6M | 28k | 168.76 |
| 2020-12-31 | $3.7M | 26k | 140.87 |
| 2020-09-30 | $2.5M | 23k | 106.10 |
| 2020-06-30 | $2.6M | 25k | 103.78 |
| 2020-03-31 | $2.4M | 29k | 85.35 |
| 2019-12-31 | $4.2M | 29k | 143.60 |
| 2019-09-30 | $3.7M | 28k | 133.72 |
| 2019-06-30 | $2.7M | 20k | 137.08 |
| 2019-03-31 | $5.0M | 37k | 137.88 |
| 2018-12-31 | $4.6M | 37k | 123.18 |
| 2018-09-30 | $6.6M | 43k | 153.75 |
| 2018-06-30 | $6.4M | 42k | 152.47 |
| 2018-03-31 | $6.1M | 43k | 143.04 |
| 2017-12-31 | $6.5M | 43k | 152.25 |
| 2017-09-30 | $6.2M | 42k | 146.62 |
| 2017-06-30 | $6.0M | 42k | 140.93 |
| 2017-03-31 | $6.4M | 45k | 142.74 |
| 2016-12-31 | $6.2M | 43k | 144.29 |
| 2016-09-30 | $5.7M | 45k | 127.96 |
| 2016-06-30 | $6.5M | 54k | 120.25 |
| 2016-03-31 | $11M | 98k | 116.32 |
| 2015-12-31 | $11M | 98k | 113.25 |
| 2015-09-30 | $5.5M | 47k | 116.42 |
| 2015-06-30 | $6.5M | 52k | 125.34 |
| 2015-03-31 | $6.9M | 53k | 131.21 |
| 2014-12-31 | $6.5M | 50k | 128.97 |
| 2014-09-30 | $5.8M | 49k | 117.98 |
| 2014-06-30 | $6.3M | 50k | 127.70 |
| 2014-03-31 | $5.7M | 46k | 123.48 |
| 2013-12-31 | $5.4M | 45k | 120.27 |
| 2013-09-30 | $4.8M | 43k | 111.70 |
| 2013-06-30 | $4.0M | 39k | 103.00 |
| 2012-09-30 | $3.4M | 39k | 88.12 |
| 2011-09-30 | $1.8M | 26k | 68.08 |
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