LPL Financial LLC
Position in XVV — iShares ESG Select Screened S&P 500 ETF
CIK 1403438
FORT MILL, SC
All Filings in XVV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XVV | $13,462,703 | 273,521 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 XVV | $13,498,472 | 256,138 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 XVV | $11,232,917 | 218,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XVV | $9,380,712 | 196,706 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 XVV | $7,421,695 | 173,473 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 XVV | $6,507,926 | 143,666 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 XVV | $6,186,406 | 139,888 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 XVV | $5,143,796 | 122,317 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 XVV | $1,743,184 | 43,267 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 XVV | $1,178,797 | 32,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XVV | $440,534 | 13,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 XVV | $386,606 | 11,433 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 XVV | $321,081 | 10,392 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 XVV | $385,655 | 13,567 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 XVV | $313,320 | 11,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 XVV | $311,438 | 10,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 XVV | $348,030 | 10,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XVV | $209,324 | 5,699 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||