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IBMOIBMO
23 quarters

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

LPL Financial LLC holds 386,854 shares of IBMO (ISHARES TR), worth $9.9M as of 2026-Q2. The position was decreased (-4.3% shares). IBMO represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.9M

Current Shares

386,854

Total Value Change

+$9.5M

Total Shares Change

+371,141

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
386,854
-4.3%
$9.9M0.0%$25.54
0
2026-Q1
Decreased
404,317
-1.4%
$10.4M0.0%$25.38
0
2025-Q4
Increased
410,264
+3.8%
$10.5M0.0%$25.28
29
2025-Q3
Increased
395,421
+1.7%
$10.1M0.0%$25.10
28
2025-Q2
Increased
388,657
+0.2%
$10M0.0%$24.92
28
2025-Q1
Increased
387,913
+14.7%
$9.9M0.0%$24.71
32
2024-Q4
Increased
338,110
+14.0%
$8.6M0.0%$24.52
31
2024-Q3
Decreased
296,491
-0.5%
$7.6M0.0%$24.53
0
2024-Q2
Increased
298,112
+7.4%
$7.5M0.0%$24.08
29
2024-Q1
Increased
277,524
+2.5%
$7M0.0%$23.97
28
2023-Q4
Increased
270,771
+10.0%
$6.9M0.0%$24.05
30
2023-Q3
Increased
246,162
+14.6%
$6.1M0.0%$23.25
31
2023-Q2
Decreased
214,770
-1.7%
$5.4M0.0%$23.50
0
2023-Q1
Decreased
218,483
-9.4%
$5.6M0.0%$23.73
0
2022-Q4
Increased
241,183
+21.5%
$6.1M0.0%$23.37
33
2022-Q3
Increased
198,438
+19.6%
$4.9M0.0%$22.74
32
2022-Q2
Increased
165,923
+79.8%
$4.2M0.0%$23.34
41
2022-Q1
Increased
92,309
+5.5%
$2.4M0.0%$23.46
28
2021-Q4
Increased
87,530
+72.4%
$2.4M0.0%$24.69
39
2021-Q3
Increased
50,765
+31.7%
$1.4M0.0%$24.65
32
2021-Q2
Increased
38,554
+7.5%
$1M0.0%$24.70
27
2021-Q1
Increased
35,851
+128.2%
$962,0000.0%$24.52
40
2020-Q4
New
15,713
-
$426,0000.0%$24.73
33

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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