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

LPL Financial LLC holds 22,292 shares of WOOD (ISHARES TR), worth $1.5M as of 2026-Q2. The position was increased (+58.5% shares). WOOD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.5M

Current Shares

22,292

Total Value Change

-$353,505

Total Shares Change

+1,052

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,292
+58.5%
$1.5M0.0%$66.24
36
2026-Q1
Increased
14,065
+7.5%
$997,9180.0%$74.83
27
2025-Q4
Decreased
13,090
-9.0%
$942,6230.0%$72.39
0
2025-Q3
Decreased
14,384
-2.7%
$1.1M0.0%$72.14
0
2025-Q2
Decreased
14,781
-4.3%
$1.1M0.0%$72.51
0
2025-Q1
Increased
15,441
+3.7%
$1.2M0.0%$74.04
26
2024-Q4
Decreased
14,885
-29.9%
$1.1M0.0%$74.44
0
2024-Q3
Increased
21,240
+10.6%
$1.8M0.0%$83.62
29

Other major holders of WOOD: 1832 Asset Management L.P.

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