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IBDXIBDX
13 quarters

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

LPL Financial LLC holds 563,924 shares of IBDX (ISHARES TR), worth $14.2M as of 2026-Q2. The position was increased (+10.6% shares). IBDX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$14.2M

Current Shares

563,924

Total Value Change

+$13.4M

Total Shares Change

+531,576

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
563,924
+10.6%
$14.2M0.0%$25.09
31
2026-Q1
Increased
509,925
+38.5%
$12.9M0.0%$24.87
37
2025-Q4
Increased
368,068
+12.6%
$9.4M0.0%$24.93
31
2025-Q3
Increased
326,925
+24.7%
$8.4M0.0%$24.63
34
2025-Q2
Increased
262,135
+10.2%
$6.6M0.0%$24.01
30
2025-Q1
Increased
237,871
+13.8%
$5.9M0.0%$23.44
31
2024-Q4
Decreased
208,996
-28.8%
$5.1M0.0%$22.86
0
2024-Q3
Increased
293,602
+16.5%
$7.5M0.0%$23.52
32
2024-Q2
Increased
252,088
+4.6%
$6.2M0.0%$22.19
28
2024-Q1
Increased
241,082
+54.3%
$6M0.0%$22.14
38
2023-Q4
Increased
156,236
+324.2%
$3.9M0.0%$22.33
43
2023-Q3
Increased
36,831
+13.9%
$864,7920.0%$20.44
28
2023-Q2
New
32,348
-
$796,4080.0%$21.17
34

Other major holders of IBDX: Aptus Capital Advisors, LLC

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