Ishares Tr sustnble msci shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 22k | 78.71 |
| 2023-09-30 | $2.2M | 30k | 74.52 |
| 2023-06-30 | $2.2M | 27k | 79.05 |
| 2023-03-31 | $2.5M | 32k | 79.19 |
| 2022-12-31 | $2.4M | 30k | 78.91 |
| 2022-09-30 | $2.1M | 29k | 70.87 |
| 2022-06-30 | $2.1M | 27k | 79.89 |
| 2022-03-31 | $2.4M | 28k | 85.29 |
| 2021-12-31 | $3.7M | 40k | 90.77 |
| 2021-09-30 | $3.8M | 40k | 96.06 |
| 2021-06-30 | $1.5M | 15k | 99.39 |
| 2021-03-31 | $1.1M | 11k | 94.81 |
| 2020-12-31 | $912k | 9.8k | 93.31 |
| 2020-09-30 | $477k | 5.9k | 80.55 |
| 2020-06-30 | $674k | 9.9k | 68.13 |
| 2020-03-31 | $609k | 11k | 57.44 |
| 2019-12-31 | $699k | 11k | 65.45 |
| 2019-09-30 | $444k | 7.6k | 58.37 |
| 2019-06-30 | $301k | 5.2k | 57.74 |
| 2019-03-31 | $285k | 4.8k | 58.93 |
| 2018-12-31 | $266k | 5.0k | 53.08 |
| 2018-09-30 | $251k | 4.3k | 58.34 |
| 2018-03-31 | $1.3M | 22k | 58.89 |
| 2017-12-31 | $1.2M | 21k | 59.15 |
| 2017-09-30 | $1.2M | 20k | 57.92 |