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

LPL Financial LLC holds 1.5M shares of IBDV (ISHARES TR), worth $32.6M as of 2026-Q2. The position was increased (+44.0% shares). IBDV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$32.6M

Current Shares

1.5M

Total Value Change

+$26.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+44.0%
$32.6M0.0%$21.72
39
2026-Q1
Increased
1M
+21.1%
$22.7M0.0%$21.56
34
2025-Q4
Increased
857,484
+67.8%
$18.9M0.0%$21.58
42
2025-Q3
Increased
511,031
+8.4%
$11.3M0.0%$21.33
30
2025-Q2
Increased
471,593
+10.0%
$10.4M0.0%$20.93
31
2025-Q1
Increased
428,769
+23.9%
$9.3M0.0%$20.44
34
2024-Q4
Increased
346,148
+32.1%
$7.4M0.0%$19.95
35
2024-Q3
Increased
262,042
+26.3%
$5.8M0.0%$20.38
33

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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