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

LPL Financial LLC holds 2.9M shares of IVLU (ISHARES TR), worth $121.7M as of 2026-Q2. The position was increased (+50.4% shares). IVLU represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$121.7M

Current Shares

2.9M

Total Value Change

+$115.1M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+50.4%
$121.7M0.0%$41.82
42
2026-Q1
Increased
1.9M
+83.1%
$76.8M0.0%$40.68
46
2025-Q4
Increased
1.1M
+38.3%
$40.2M0.0%$38.28
38
2025-Q3
Increased
764,338
+29.1%
$27.1M0.0%$34.74
36
2025-Q2
Increased
591,834
+9.6%
$19.5M0.0%$32.31
31
2025-Q1
Increased
539,954
+14.1%
$16.4M0.0%$29.36
32
2024-Q4
Increased
473,239
+110.8%
$12.8M0.0%$26.05
45
2024-Q3
Increased
224,532
+21.6%
$6.6M0.0%$27.95
33

Other major holders of IVLU: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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