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

LPL Financial LLC holds 294,731 shares of IEZ (ISHARES TR), worth $7.9M as of 2026-Q2. The position was increased (+140.1% shares). IEZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.9M

Current Shares

294,731

Total Value Change

+$6.2M

Total Shares Change

+209,016

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
294,731
+140.1%
$7.9M0.0%$26.90
44
2026-Q1
Increased
122,757
+41.5%
$3.6M0.0%$28.12
35
2025-Q4
Decreased
86,726
-16.9%
$1.8M0.0%$21.02
0
2025-Q3
Decreased
104,384
-6.0%
$2M0.0%$19.59
0
2025-Q2
Increased
111,029
+0.6%
$1.9M0.0%$16.86
26
2025-Q1
Increased
110,396
+23.7%
$2.2M0.0%$19.09
32
2024-Q4
Increased
89,250
+4.1%
$1.8M0.0%$19.17
27
2024-Q3
Increased
85,715
+48.1%
$1.7M0.0%$19.61
35

Other major holders of IEZ: Steward Partners Investment Advisory, LLC, Phoenix Financial Ltd., ASSETMARK, INC, MML INVESTORS SERVICES, LLC, MORGAN STANLEY

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