Position history for LPL Financial LLC's holdings in ISHARES TR
LPL Financial LLC holds 2.2M shares of EFG (ISHARES TR), worth $245.7M as of 2025-Q4. The position was decreased (-18.2% shares). EFG represents 0.1% of LPL Financial LLC's portfolio.
Current Value
$245.7M
Current Shares
2.2M
Total Value Change
-$429.4M
Total Shares Change
-4.4M
Other major holders of EFG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 2.2M |
-18.2% |
| $245.7M |
| 0.1% |
| $114.45 |
0 |
| 2025-Q3 | Decreased | 2.6M | -56.6% | $300.3M | 0.1% | $111.53 | 0 |
| 2025-Q2 | Increased | 6.1M | +5.7% | $680.3M | 0.2% | $109.97 | 40 |
| 2025-Q1 | Decreased | 5.7M | -37.2% | $574.9M | 0.2% | $98.29 | 0 |
| 2024-Q4 | Increased | 9.2M | +45.7% | $886.2M | 0.4% | $94.57 | 52 |
| 2024-Q3 | Decreased | 6.3M | -4.8% | $676.1M | 0.3% | $104.45 | 0 |
| 2024-Q2 | Increased | 6.6M | +49.5% | $675.1M | 0.3% | $99.03 | 52 |