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IDVIDV
31 quarters

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

LPL Financial LLC holds 3.7M shares of IDV (ISHARES TR), worth $152.4M as of 2026-Q2. The position was increased (+10.3% shares). IDV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$152.4M

Current Shares

3.7M

Total Value Change

+$114.6M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.7M
+10.3%
$152.4M0.0%$41.43
33
2026-Q1
Increased
3.3M
+19.0%
$141.9M0.0%$42.65
36
2025-Q4
Increased
2.8M
+10.8%
$110.5M0.0%$39.64
33
2025-Q3
Increased
2.5M
+19.9%
$92.5M0.0%$35.94
35
2025-Q2
Increased
2.1M
+19.8%
$72.8M0.0%$33.51
35
2025-Q1
Increased
1.8M
+6.8%
$54.6M0.0%$29.72
31
2024-Q4
Increased
1.6M
+0.7%
$45.1M0.0%$25.87
29
2024-Q3
Decreased
1.6M
-0.5%
$49.5M0.0%$28.46
0
2024-Q2
Decreased
1.6M
-11.1%
$45.5M0.0%$25.49
0
2024-Q1
Increased
1.9M
+5.3%
$51.9M0.0%$25.19
31
2023-Q4
Increased
1.8M
+1.9%
$49.2M0.0%$24.93
30
2023-Q3
Increased
1.7M
+20.0%
$43.8M0.0%$22.32
35
2023-Q2
Increased
1.4M
+2.3%
$37.8M0.0%$22.44
30
2023-Q1
Increased
1.4M
+1.5%
$38.6M0.0%$23.11
29
2022-Q4
Decreased
1.4M
-2.0%
$37.6M0.0%$22.60
0
2022-Q3
Increased
1.4M
+3.5%
$31.9M0.0%$18.57
30
2022-Q2
Increased
1.4M
+2.1%
$37.1M0.0%$21.88
30
2022-Q1
Increased
1.3M
+2.2%
$42.5M0.0%$25.07
30
2021-Q4
Decreased
1.3M
-36.6%
$40.8M0.0%$24.14
0
2021-Q3
Increased
2.1M
+9.0%
$62.8M0.1%$23.36
32
2021-Q2
Increased
1.9M
+1.6%
$61.4M0.1%$24.47
30
2021-Q1
Increased
1.9M
+6.4%
$58.7M0.1%$23.40
31
2020-Q4
Decreased
1.8M
-10.9%
$51.6M0.1%$21.75
0
2020-Q3
Decreased
2M
-3.6%
$49.1M0.1%$18.07
0
2020-Q2
Increased
2M
+0.3%
$51.3M0.1%$18.03
29
2020-Q1
Increased
2M
+0.2%
$46M0.1%$15.81
29
2019-Q4
Increased
2M
+7.8%
$68.1M0.1%$22.81
38
2019-Q3
Increased
1.9M
+1.9%
$57.9M0.1%$20.68
36
2019-Q2
Increased
1.8M
+9.4%
$56.8M0.1%$20.54
39
2019-Q1
Increased
1.7M
+28.2%
$52.1M0.1%$20.15
44
2018-Q4
New
1.3M
-
$37.8M0.1%$18.50
48

Other major holders of IDV: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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