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EFG
Showing 8 of 30 quarters

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

LPL Financial LLC holds 7.9M shares of EFG (ISHARES TR), worth $880.6M as of 2026-Q1. The position was increased (+266.6% shares). EFG represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$880.6M

Current Shares

7.9M

Total Value Change

+$205.4M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.9M
+266.6%
$880.6M0.2%$116.73
61
2025-Q4
Decreased
2.2M
-18.2%
$245.7M0.1%$114.45
0
2025-Q3
Decreased
2.6M
-56.6%
$300.3M0.1%$111.53
0
2025-Q2
Increased
6.1M
+5.7%
$680.3M0.2%$109.97
40
2025-Q1
Decreased
5.7M
-37.2%
$574.9M0.2%$98.29
0
2024-Q4
Increased
9.2M
+45.7%
$886.2M0.4%$94.57
52
2024-Q3
Decreased
6.3M
-4.8%
$676.1M0.3%$104.45
0
2024-Q2
Increased
6.6M
+49.5%
$675.1M0.3%$99.03
52

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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