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IATIAT
Showing 8 of 31 quarters

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

LPL Financial LLC holds 239,501 shares of IAT (ISHARES TR), worth $14.9M as of 2026-Q2. The position was decreased (-2.0% shares). IAT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$14.9M

Current Shares

239,501

Total Value Change

+$5.7M

Total Shares Change

+45,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
239,501
-2.0%
$14.9M0.0%$62.21
0
2026-Q1
Increased
244,324
+2.0%
$13.2M0.0%$56.26
29
2025-Q4
Decreased
239,451
-0.8%
$13.2M0.0%$55.67
0
2025-Q3
Increased
241,301
+15.9%
$12.7M0.0%$52.19
32
2025-Q2
Decreased
208,230
-2.5%
$10.3M0.0%$48.51
0
2025-Q1
Increased
213,540
+2.2%
$10M0.0%$44.81
28
2024-Q4
Increased
208,878
+7.7%
$10.5M0.0%$48.75
30
2024-Q3
Increased
193,950
+3.4%
$9.2M0.0%$45.23
29

Other major holders of IAT: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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