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

LPL Financial LLC holds 629,396 shares of AOK (ISHARES TR), worth $26.1M as of 2026-Q2. The position was decreased (-1.4% shares). AOK represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$26.1M

Current Shares

629,396

Total Value Change

+$8.3M

Total Shares Change

+169,559

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
629,396
-1.4%
$26.1M0.0%$41.19
0
2026-Q1
Decreased
638,539
-1.3%
$25.5M0.0%$39.34
0
2025-Q4
Increased
646,961
+30.1%
$26M0.0%$39.41
36
2025-Q3
Increased
497,310
+10.3%
$20M0.0%$38.89
31
2025-Q2
Decreased
450,750
-4.2%
$17.6M0.0%$37.51
0
2025-Q1
Increased
470,648
+3.5%
$17.7M0.0%$35.88
29
2024-Q4
Decreased
454,491
-1.2%
$17M0.0%$35.42
0
2024-Q3
Increased
459,837
+9.3%
$17.8M0.0%$36.18
31

Other major holders of AOK: ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, Cetera Investment Advisers, WELLS FARGO & COMPANY/MN

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