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IBMRIBMR
10 quarters

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

LPL Financial LLC holds 281,078 shares of IBMR (ISHARES TR), worth $7.1M as of 2026-Q2. The position was increased (+13.7% shares). IBMR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.1M

Current Shares

281,078

Total Value Change

+$6.8M

Total Shares Change

+266,138

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
281,078
+13.7%
$7.1M0.0%$25.34
31
2026-Q1
Increased
247,224
+27.0%
$6.3M0.0%$25.14
34
2025-Q4
Increased
194,635
+9.5%
$4.9M0.0%$25.11
30
2025-Q3
Increased
177,746
+8.9%
$4.5M0.0%$25.00
29
2025-Q2
Increased
163,219
+21.5%
$4.1M0.0%$24.54
32
2025-Q1
Increased
134,333
+47.2%
$3.4M0.0%$24.20
36
2024-Q4
Increased
91,235
+109.3%
$2.3M0.0%$24.04
42
2024-Q3
Increased
43,587
+127.2%
$1.1M0.0%$24.34
41
2024-Q2
Increased
19,184
+28.4%
$476,9140.0%$23.58
30
2024-Q1
New
14,940
-
$377,1600.0%$23.80
33

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

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