Back to LPL Financial LLC LPL Financial LLC

IEFIEF
Showing 8 of 31 quarters

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

LPL Financial LLC holds 6.1M shares of IEF (ISHARES TR), worth $577.7M as of 2026-Q2. The position was increased (+2.5% shares). IEF represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$577.7M

Current Shares

6.1M

Total Value Change

+$231.1M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.1M
+2.5%
$577.7M0.1%$93.94
39
2026-Q1
Increased
6M
+15.2%
$568.6M0.2%$93.86
43
2025-Q4
Increased
5.2M
+11.1%
$497.2M0.1%$93.99
42
2025-Q3
Increased
4.7M
+3.5%
$448.9M0.1%$93.12
39
2025-Q2
Increased
4.5M
+2.8%
$430.7M0.1%$91.56
38
2025-Q1
Increased
4.4M
+18.2%
$417.4M0.2%$90.30
44
2024-Q4
Increased
3.7M
+4.8%
$342.3M0.1%$87.00
39
2024-Q3
Increased
3.5M
+2.3%
$346.5M0.2%$91.20
38

Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS, Fisher Asset Management, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used