Ishares Tr dev val factor shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 225k | 29.53 |
| 2024-06-30 | $5.1M | 185k | 27.44 |
| 2024-03-31 | $5.7M | 201k | 28.23 |
| 2023-09-30 | $3.4M | 136k | 25.36 |
| 2023-06-30 | $3.1M | 122k | 25.45 |
| 2023-03-31 | $3.2M | 130k | 24.79 |
| 2022-12-31 | $3.2M | 139k | 23.17 |
| 2022-09-30 | $2.7M | 136k | 19.75 |
| 2022-06-30 | $2.7M | 123k | 22.18 |
| 2022-03-31 | $4.9M | 192k | 25.45 |
| 2021-12-31 | $5.6M | 221k | 25.44 |
| 2021-09-30 | $4.6M | 178k | 25.71 |
| 2021-06-30 | $4.7M | 183k | 25.82 |
| 2021-03-31 | $4.5M | 177k | 25.29 |
| 2020-12-31 | $2.5M | 111k | 22.77 |
| 2020-09-30 | $1.7M | 87k | 19.57 |
| 2020-06-30 | $1.9M | 98k | 19.53 |
| 2020-03-31 | $1.4M | 82k | 17.60 |
| 2019-12-31 | $1.7M | 71k | 24.37 |
| 2019-09-30 | $1.3M | 57k | 22.80 |
| 2019-06-30 | $919k | 40k | 23.06 |
| 2019-03-31 | $485k | 20k | 23.77 |