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

LPL Financial LLC holds 37,368 shares of EXI (ISHARES TR), worth $7.5M as of 2026-Q2. The position was increased (+75.1% shares). EXI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.5M

Current Shares

37,368

Total Value Change

+$5.5M

Total Shares Change

+23,807

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,368
+75.1%
$7.5M0.0%$200.50
41
2026-Q1
Increased
21,344
+7.3%
$3.9M0.0%$194.34
29
2025-Q4
Decreased
19,889
-5.3%
$3.5M0.0%$176.34
0
2025-Q3
Increased
20,996
+14.4%
$3.6M0.0%$171.04
30
2025-Q2
Increased
18,346
+30.4%
$3M0.0%$164.09
33
2025-Q1
Increased
14,067
+0.7%
$2M0.0%$143.69
26
2024-Q4
Increased
13,976
+3.1%
$2M0.0%$139.35
27
2024-Q3
Increased
13,561
+7.9%
$2M0.0%$145.60
28

Other major holders of EXI: Fisher Asset Management, LLC

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