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

LPL Financial LLC holds 92,600 shares of IBTL (ISHARES TR), worth $1.9M as of 2026-Q2. The position was decreased (-4.0% shares). IBTL represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.9M

Current Shares

92,600

Total Value Change

-$1.2M

Total Shares Change

-54,934

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
92,600
-4.0%
$1.9M0.0%$20.13
0
2026-Q1
Increased
96,475
+45.8%
$2M0.0%$20.14
35
2025-Q4
Decreased
66,155
-22.0%
$1.4M0.0%$20.14
0
2025-Q3
Increased
84,799
+4.7%
$1.7M0.0%$19.92
27
2025-Q2
Decreased
80,965
-37.7%
$1.7M0.0%$19.66
0
2025-Q1
Decreased
129,919
-13.8%
$2.6M0.0%$19.30
0
2024-Q4
Increased
150,635
+2.1%
$3M0.0%$18.67
27
2024-Q3
Decreased
147,534
-2.4%
$3.1M0.0%$19.37
0

Other major holders of IBTL: WELLS FARGO & COMPANY/MN

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