Ownership history in LPL Financial LLC · 3 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in ISHARES TR (QTOP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 456,978 | +16,666 | +3.8% | 0.00% | $14.6M | $31.93 |
| 2025 Q3 | ADDED | 440,312 | +149,908 | +51.6% | 0.00% | $13.7M | $31.03 |
| 2025 Q2 | INITIATED | 290,404 | — | — | 0.00% | $8.2M | $28.17 |
As of 2025 Q4 — sorted by position size