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MXIMXI
31 quarters

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

LPL Financial LLC holds 64,036 shares of MXI (ISHARES TR), worth $6.8M as of 2026-Q2. The position was decreased (-32.9% shares). MXI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$6.8M

Current Shares

64,036

Total Value Change

+$5.6M

Total Shares Change

+42,822

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
64,036
-32.9%
$6.8M0.0%$105.84
0
2026-Q1
Increased
95,370
+194.5%
$10.1M0.0%$111.25
45
2025-Q4
Increased
32,388
+2.5%
$3.1M0.0%$97.48
27
2025-Q3
Increased
31,583
+3.7%
$2.9M0.0%$91.28
27
2025-Q2
Decreased
30,452
-1.0%
$2.6M0.0%$84.77
0
2025-Q1
Decreased
30,771
-11.6%
$2.5M0.0%$81.12
0
2024-Q4
Decreased
34,811
-3.7%
$2.7M0.0%$77.06
0
2024-Q3
Decreased
36,158
-5.0%
$3.4M0.0%$91.15
0
2024-Q2
Increased
38,051
+2.5%
$3.2M0.0%$82.73
27
2024-Q1
Decreased
37,122
-3.9%
$3.3M0.0%$85.96
0
2023-Q4
Decreased
38,632
-1.4%
$3.4M0.0%$83.88
0
2023-Q3
Decreased
39,179
-3.6%
$3.1M0.0%$74.46
0
2023-Q2
Decreased
40,660
-3.0%
$3.3M0.0%$76.76
0
2023-Q1
Increased
41,920
+3.3%
$3.5M0.0%$77.21
27
2022-Q4
Decreased
40,571
-1.9%
$3.2M0.0%$73.34
0
2022-Q3
Decreased
41,373
-1.8%
$2.8M0.0%$62.05
0
2022-Q2
Decreased
42,148
-11.4%
$3.1M0.0%$68.76
0
2022-Q1
Decreased
47,594
-5.4%
$4.5M0.0%$84.46
0
2021-Q4
Increased
50,332
+5.6%
$4.6M0.0%$80.43
28
2021-Q3
Increased
47,680
+4.8%
$4.1M0.0%$74.41
28
2021-Q2
Increased
45,501
+63.9%
$4.1M0.0%$79.43
39
2021-Q1
Increased
27,765
+26.9%
$2.4M0.0%$74.80
32
2020-Q4
Increased
21,871
+0.1%
$1.8M0.0%$70.39
26
2020-Q3
Increased
21,838
+14.6%
$1.5M0.0%$59.59
29
2020-Q2
Decreased
19,061
-14.7%
$1.2M0.0%$52.88
0
2020-Q1
Decreased
22,355
-4.2%
$1.1M0.0%$42.27
0
2019-Q4
Increased
23,340
+7.4%
$1.6M0.0%$57.07
28
2019-Q3
Increased
21,723
+4.9%
$1.4M0.0%$52.51
27
2019-Q2
Decreased
20,711
-7.4%
$1.4M0.0%$54.72
0
2019-Q1
Increased
22,361
+5.4%
$1.4M0.0%$52.47
27
2018-Q4
New
21,214
-
$1.2M0.0%$46.65
35

Other major holders of MXI: ASSETMARK, INC, JANE STREET GROUP, LLC, Pictet Asset Management Holding SA, MORGAN STANLEY

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