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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ishares Tr

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All positions including Ishares Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 45k 30.62
2023-09-30 $2.1M 81k 26.40
2023-06-30 $2.2M 83k 26.69
2023-03-31 $2.3M 87k 26.61
2022-12-31 $2.5M 89k 28.14
2022-09-30 $2.8M 107k 25.67
2022-06-30 $2.7M 101k 26.72
2022-03-31 $3.4M 111k 30.71
2021-12-31 $3.4M 108k 31.98
2021-09-30 $3.3M 111k 29.98