Position history for LPL Financial LLC's holdings in ISHARES TR
LPL Financial LLC holds 2.4M shares of IMCG (ISHARES TR), worth $195.5M as of 2025-Q4. The position was increased (++7.0% shares). IMCG represents 0.1% of LPL Financial LLC's portfolio.
Current Value
$195.5M
Current Shares
2.4M
Total Value Change
+$133.4M
Total Shares Change
+1.5M
Other major holders of IMCG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC
Increased |
| 2.4M |
+7.0% |
| $195.5M |
| 0.1% |
| $80.75 |
33 |
| 2025-Q3 | Increased | 2.3M | +7.3% | $189.3M | 0.1% | $82.52 | 33 |
| 2025-Q2 | Increased | 2.1M | +6.1% | $171.2M | 0.1% | $79.31 | 32 |
| 2025-Q1 | Increased | 2M | +69.1% | $143.7M | 0.1% | $70.84 | 45 |
| 2024-Q4 | Increased | 1.2M | +20.6% | $89.8M | 0.0% | $75.06 | 36 |
| 2024-Q3 | Increased | 986,537 | +7.6% | $72M | 0.0% | $72.18 | 32 |
| 2024-Q2 | Decreased | 916,923 | -37.8% | $62.1M | 0.0% | $66.90 | 0 |