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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (XVV) 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 $6.2M 140k 44.22
2024-06-30 $5.1M 122k 42.05
2024-03-31 $1.7M 43k 40.29
2023-09-30 $441k 14k 32.43
2023-06-30 $387k 11k 33.82
2023-03-31 $321k 10k 30.90
2022-12-31 $386k 14k 28.43
2022-09-30 $313k 12k 26.80
2022-06-30 $311k 11k 28.35
2022-03-31 $348k 10k 34.37
2021-12-31 $209k 5.7k 36.67