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SVALSVAL
20 quarters

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

LPL Financial LLC holds 47,577 shares of SVAL (ISHARES TR), worth $2M as of 2026-Q2. The position was decreased (-18.3% shares). SVAL represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2M

Current Shares

47,577

Total Value Change

-$1.3M

Total Shares Change

-63,747

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,577
-18.3%
$2M0.0%$41.79
0
2026-Q1
Increased
58,200
+50.2%
$2.1M0.0%$37.37
36
2025-Q4
Increased
38,757
+14.3%
$1.3M0.0%$34.67
29
2025-Q3
Increased
33,892
+2.9%
$1.1M0.0%$33.06
26
2025-Q2
Increased
32,924
+4.1%
$1M0.0%$30.57
26
2025-Q1
Decreased
31,635
-26.0%
$949,2170.0%$29.29
0
2024-Q4
Increased
42,735
+27.7%
$1.4M0.0%$31.58
32
2024-Q3
Increased
33,469
+12.0%
$1.1M0.0%$31.13
28
2024-Q2
Decreased
29,878
-33.3%
$872,4490.0%$28.32
0
2024-Q1
Decreased
44,799
-44.2%
$1.4M0.0%$29.48
0
2023-Q4
Decreased
80,243
-1.3%
$2.5M0.0%$29.50
0
2023-Q3
Decreased
81,311
-2.5%
$2.1M0.0%$25.12
0
2023-Q2
Decreased
83,399
-3.7%
$2.2M0.0%$25.33
0
2023-Q1
Decreased
86,641
-2.5%
$2.3M0.0%$24.64
0
2022-Q4
Decreased
88,828
-17.3%
$2.5M0.0%$26.27
0
2022-Q3
Increased
107,416
+5.9%
$2.8M0.0%$24.04
28
2022-Q2
Decreased
101,429
-8.9%
$2.7M0.0%$24.78
0
2022-Q1
Increased
111,339
+3.4%
$3.4M0.0%$28.54
27
2021-Q4
Decreased
107,682
-3.3%
$3.4M0.0%$29.20
0
2021-Q3
New
111,324
-
$3.3M0.0%$27.63
37

Other major holders of SVAL: Waverly Advisors, LLC, Sanctuary Advisors, LLC

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