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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 $3.0M 145k 20.49
2023-09-30 $1.6M 82k 19.39
2023-06-30 $1.2M 61k 20.27
2023-03-31 $740k 36k 20.64
2022-12-31 $231k 12k 19.89

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

View all positions for LPL Financial

Top funds holding Ishares Tr

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Venture Visionary Partners
Gateway Advisory
Wells Fargo & Company
Goss Wealth Management
Sigma Investment Counselors
Golub Group
Raymond James Financial Services Advisors
UBS Group
Lido Advisors
Arrow Financial Corp.
Buffington Mohr McNeal

View all funds holding Ishares Tr