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

LPL Financial LLC holds 724,949 shares of IBDW (ISHARES TR), worth $15.1M as of 2026-Q2. The position was increased (+11.6% shares). IBDW represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$15.1M

Current Shares

724,949

Total Value Change

+$11.2M

Total Shares Change

+541,180

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
724,949
+11.6%
$15.1M0.0%$20.68
31
2026-Q1
Increased
649,780
+8.5%
$13.6M0.0%$20.52
30
2025-Q4
Increased
599,033
+17.5%
$12.7M0.0%$20.58
33
2025-Q3
Increased
509,755
+17.3%
$10.8M0.0%$20.32
32
2025-Q2
Increased
434,488
+15.5%
$9.1M0.0%$19.91
32
2025-Q1
Increased
376,251
+33.6%
$7.8M0.0%$19.39
35
2024-Q4
Increased
281,545
+53.2%
$5.7M0.0%$18.86
38
2024-Q3
Increased
183,769
+22.8%
$3.9M0.0%$19.35
32

Other major holders of IBDW: Aptus Capital Advisors, LLC

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