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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (TLTW) 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
2024-09-30 $25M 930k 27.00
2024-06-30 $2.9M 114k 25.68
2024-03-31 $3.9M 147k 26.70
2023-09-30 $4.8M 166k 28.89

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Ishares Tr

Traphagen Investment Advisors
Franklin Resources
LPL Financial
Bank of America Corporation
Mml Investors Services
Envestnet Asset Management
Sanctuary Advisors
Fortress Wealth Group
Emerald Investment Partners
Tortoise Investment Management
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Cetera Investment Advisers
AlphaStar Capital Management

View all funds holding Ishares Tr