Illinois Municipal Retirement Fund’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.29M | Sell |
14,272
-5,244
| -27% | -$1.76M | 0.05% | 369 |
|
|
2025
Q4 | $6.97M | Sell |
19,516
-2,213
| -10% | -$783K | 0.09% | 265 |
|
|
2025
Q3 | $7.23M | Buy |
21,729
+2,295
| +12% | +$832K | 0.09% | 269 |
|
|
2025
Q2 | $7.29M | Buy |
19,434
+1,692
| +10% | +$593K | 0.1% | 257 |
|
|
2025
Q1 | $5.8M | Hold |
17,742
| – | – | 0.08% | 283 |
|
|
2024
Q4 | $5.79M | Hold |
17,742
| – | – | 0.08% | 286 |
|
|
2024
Q3 | $4.13M | Hold |
17,742
| – | – | 0.06% | 336 |
|
|
2024
Q2 | $4.96M | Hold |
17,742
| – | – | 0.08% | 293 |
|
|
2024
Q1 | $4.69M | Hold |
17,742
| – | – | 0.07% | 308 |
|
|
2023
Q4 | $4.04M | Hold |
17,742
| – | – | 0.07% | 313 |
|
|
2023
Q3 | $4.22M | Hold |
17,742
| – | – | 0.08% | 285 |
|
|
2023
Q2 | $3.86M | Hold |
17,742
| – | – | 0.08% | 305 |
|
|
2023
Q1 | $3.59M | Hold |
17,742
| – | – | 0.08% | 303 |
|
|
2022
Q4 | $3.83M | Sell |
17,742
-1,944
| -10% | -$454K | 0.09% | 294 |
|
|
2022
Q3 | $4.3M | Hold |
19,686
| – | – | 0.11% | 249 |
|
|
2022
Q2 | $3.63M | Buy |
19,686
+6,890
| +54% | +$1.31M | 0.09% | 289 |
|
|
2022
Q1 | $2.34M | Hold |
12,796
| – | – | 0.07% | 296 |
|
|
2021
Q4 | $2.05M | Buy |
12,796
+2,702
| +27% | +$446K | 0.06% | 329 |
|
|
2021
Q3 | $1.58M | Hold |
10,094
| – | – | 0.06% | 343 |
|
|
2021
Q2 | $1.36M | Hold |
10,094
| – | – | 0.06% | 374 |
|
|
2021
Q1 | $1.44M | Hold |
10,094
| – | – | 0.06% | 342 |
|
|
2020
Q4 | $1.05M | Buy |
10,094
+4,859
| +93% | +$437K | 0.05% | 405 |
|
|
2020
Q3 | $401K | Buy |
+5,235
| New | +$416K | 0.05% | 456 |
|
Other funds holding LPLA
VPM
VCM
SC
