Lpl Financial LLC Ishares Tr Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, Lpl Financial LLC holds 65,740 shares of IYM stock, worth $9.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

65,740

Previous 63,852 2.96%

Holding current value

$9.5 Million

Previous $8.94 Million 10.43%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$136.13 - $151.64 $257,013 - $286,296	1,888 Added 2.96%	65,740 $9.87 Million
Q2 2024 Aug 07, 2024	SELL	$140.01 - $149.03 $1.28 Million - $1.36 Million	-9,153 Reduced 12.54%	63,852 $8.94 Million
Q1 2024 May 10, 2024	BUY	$130.2 - $147.73 $113,924 - $129,263	875 Added 1.21%	73,005 $10.8 Million
Q4 2023 Feb 14, 2024	SELL	$119.29 - $139.6 $743,773 - $870,406	-6,235 Reduced 7.96%	72,130 $9.97 Million
Q3 2023 Nov 13, 2023	BUY	$124.84 - $138.68 $10,611 - $11,787	85 Added 0.11%	78,365 $9.9 Million
Q2 2023 Jul 31, 2023	SELL	$120.69 - $133.93 $1.21 Million - $1.34 Million	-10,029 Reduced 11.36%	78,280 $10.4 Million
Q1 2023 May 10, 2023	BUY	$124.32 - $140.43 $2.19 Million - $2.47 Million	17,624 Added 24.93%	88,309 $11.7 Million
Q4 2022 Feb 07, 2023	BUY	$109.29 - $133.88 $186,120 - $227,997	1,703 Added 2.47%	70,685 $8.82 Million
Q3 2022 Nov 14, 2022	SELL	$106.58 - $130.61 $833,135 - $1.02 Million	-7,817 Reduced 10.18%	68,982 $7.46 Million
Q2 2022 Aug 12, 2022	SELL	$117.72 - $154.02 $1.8 Million - $2.35 Million	-15,285 Reduced 16.6%	76,799 $9.04 Million
Q1 2022 May 16, 2022	BUY	$128.72 - $151.73 $486,175 - $573,084	3,777 Added 4.28%	92,084 $13.8 Million
Q4 2021 Feb 14, 2022	SELL	$125.86 - $141.73 $33.6 Million - $37.8 Million	-266,718 Reduced 75.13%	88,307 $12.4 Million
Q3 2021 Nov 15, 2021	BUY	$122.85 - $135.99 $32 Million - $35.4 Million	260,641 Added 276.15%	355,025 $44.2 Million
Q2 2021 Aug 13, 2021	BUY	$126.01 - $141.25 $4.51 Million - $5.05 Million	35,770 Added 61.03%	94,384 $12.3 Million
Q1 2021 May 14, 2021	SELL	$111.16 - $126.89 $2.2 Million - $2.51 Million	-19,779 Reduced 25.23%	58,614 $7.36 Million
Q4 2020 Feb 12, 2021	BUY	$95.24 - $113.41 $2.77 Million - $3.3 Million	29,089 Added 59.0%	78,393 $8.89 Million
Q3 2020 Nov 09, 2020	BUY	$89.06 - $104.94 $1.52 Million - $1.79 Million	17,060 Added 52.91%	49,304 $4.87 Million
Q2 2020 Aug 13, 2020	BUY	$65.8 - $95.31 $202,203 - $292,887	3,073 Added 10.53%	32,244 $2.88 Million
Q1 2020 May 14, 2020	SELL	$59.63 - $96.97 $185,389 - $301,479	-3,109 Reduced 9.63%	29,171 $2.02 Million
Q4 2019 Feb 14, 2020	BUY	$87.15 - $97.94 $237,658 - $267,082	2,727 Added 9.23%	32,280 $3.16 Million
Q3 2019 Nov 13, 2019	SELL	$86.44 - $96.34 $255,603 - $284,877	-2,957 Reduced 9.1%	29,553 $2.73 Million
Q2 2019 Aug 09, 2019	SELL	$84.8 - $96.2 $299,089 - $339,297	-3,527 Reduced 9.79%	32,510 $3.09 Million
Q1 2019 May 08, 2019	SELL	$82.06 - $93.91 $953,126 - $1.09 Million	-11,615 Reduced 24.37%	36,037 $3.3 Million
Q4 2018 Feb 07, 2019	SELL	$78.95 - $99.65 $329,458 - $415,839	-4,173 Reduced 8.05%	47,652 $4 Million
Q3 2018 Nov 14, 2018	SELL	$97.95 - $102.95 $1.41 Million - $1.48 Million	-14,396 Reduced 21.74%	51,825 $5.1 Million
Q2 2018 Aug 14, 2018	SELL	$94.0 - $104.36 $37.2 Million - $41.2 Million	-395,236 Reduced 85.65%	66,221 $6.56 Million
Q1 2018 May 15, 2018	BUY	$94.17 - $108.05 $5.88 Million - $6.74 Million	62,389 Added 15.63%	461,457 $44.3 Million
Q4 2017 Feb 14, 2018	BUY	$96.74 - $102.54 $33 Million - $35 Million	341,071 Added 588.08%	399,068 $40.8 Million
Q3 2017 Nov 14, 2017	SELL	$95.26 - $95.84 $16.2 Million - $16.3 Million	-169,836 Reduced 74.54%	57,997 $5.56 Million
Q2 2017 Aug 14, 2017	BUY	N/A	227,833	227,833 $20.4 Million

Others Institutions Holding IYM

# of Institutions

211

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Ishares Tr Transaction History