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AGGAGG
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 15.3M shares of AGG (ISHARES TR), worth $1.5B as of 2026-Q2. The position was increased (+10.2% shares). AGG represents 0.3% of LPL Financial LLC's portfolio.

Current Value

$1.5B

Current Shares

15.3M

Total Value Change

+$920.7M

Total Shares Change

+9.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15.3M
+10.2%
$1.5B0.3%$98.31
42
2026-Q1
Decreased
13.9M
-1.5%
$1.4B0.4%$97.61
0
2025-Q4
Increased
14.1M
+19.6%
$1.4B0.4%$97.58
45
2025-Q3
Increased
11.8M
+12.9%
$1.2B0.3%$96.67
43
2025-Q2
Increased
10.4M
+4.9%
$1B0.3%$94.72
40
2025-Q1
Increased
9.9M
+7.3%
$984.1M0.4%$93.53
41
2024-Q4
Increased
9.3M
+16.7%
$898.4M0.4%$91.03
44
2024-Q3
Increased
7.9M
+14.1%
$804.4M0.4%$93.95
43
2024-Q2
Increased
7M
+5.4%
$675.8M0.3%$89.22
40
2024-Q1
Decreased
6.6M
-6.7%
$646.6M0.3%$89.20
0
2023-Q4
Increased
7.1M
+4.6%
$702M0.4%$89.86
40
2023-Q3
Increased
6.8M
+18.8%
$635.7M0.4%$84.17
44
2023-Q2
Decreased
5.7M
-2.8%
$557.6M0.4%$86.97
0
2023-Q1
Decreased
5.9M
-12.8%
$583.2M0.5%$87.80
0
2022-Q4
Decreased
6.7M
-5.1%
$651.3M0.6%$85.05
0
2022-Q3
Increased
7.1M
+49.1%
$681.5M0.7%$83.72
61
2022-Q2
Increased
4.7M
+4.6%
$482.3M0.5%$87.85
39
2022-Q1
Increased
4.5M
+0.7%
$485.5M0.4%$92.06
38
2021-Q4
Decreased
4.5M
-11.1%
$513.7M0.4%$97.78
0
2021-Q3
Decreased
5.1M
-3.7%
$581.5M0.5%$97.88
0
2021-Q2
Decreased
5.3M
-10.0%
$606.5M0.6%$97.89
0
2021-Q1
Decreased
5.8M
-4.9%
$665.4M0.8%$96.18
0
2020-Q4
Increased
6.1M
+4.4%
$726.3M0.9%$99.54
47
2020-Q3
Decreased
5.9M
-2.8%
$694.7M1.1%$98.82
0
2020-Q2
Decreased
6.1M
-14.4%
$715.8M1.2%$98.42
0
2020-Q1
Decreased
7.1M
-7.5%
$815.8M1.8%$95.49
0
2019-Q4
Increased
7.6M
+0.1%
$859.4M1.6%$92.61
50
2019-Q3
Increased
7.6M
+11.3%
$865M1.8%$92.50
56
2019-Q2
Increased
6.9M
+4.9%
$764.9M1.6%$90.38
52
2019-Q1
Increased
6.5M
+17.5%
$714.2M1.6%$87.90
58
2018-Q4
New
5.6M
-
$593.2M1.6%$85.39
72

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

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