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EPHEEPHE
18 quarters

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

LPL Financial LLC holds 10,780 shares of EPHE (ISHARES TR), worth $260,445 as of 2026-Q2. The position was increased (+17.4% shares). EPHE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$260,445

Current Shares

10,780

Total Value Change

-$280,555

Total Shares Change

-6,187

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,780
+17.4%
$260,4450.0%$24.16
27
2026-Q1
Increased
9,186
+9.0%
$228,0880.0%$26.64
25
2025-Q4
Decreased
8,429
-27.7%
$210,0510.0%$25.06
0
2025-Q3
New
11,660
-
$289,6340.0%$24.84
32
2024-Q2
Exited
0
-100.0%
$00.0%$23.48
0
2024-Q1
New
60,292
-
$1.7M0.0%$26.46
36
2021-Q3
Exited
0
-100.0%
$00.0%$27.10
0
2021-Q2
Increased
9,707
+0.1%
$300,0000.0%$28.88
23
2021-Q1
Decreased
9,695
-3.4%
$283,0000.0%$26.75
0
2020-Q4
Decreased
10,040
-6.7%
$328,0000.0%$29.92
0
2020-Q3
Decreased
10,765
-11.6%
$286,0000.0%$24.07
0
2020-Q2
Decreased
12,182
-8.4%
$328,0000.0%$24.63
0
2020-Q1
Increased
13,305
+1.9%
$307,0000.0%$20.28
24
2019-Q4
Decreased
13,050
-16.4%
$448,0000.0%$31.02
0
2019-Q3
Decreased
15,620
-1.1%
$522,0000.0%$30.17
0
2019-Q2
Decreased
15,794
-10.8%
$562,0000.0%$32.25
0
2019-Q1
Increased
17,716
+4.4%
$608,0000.0%$30.85
25
2018-Q4
New
16,967
-
$541,0000.0%$29.00
34

Other major holders of EPHE: State of Tennessee, Department of Treasury

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