LPL Financial
IBIO icon

LPL Financial’s iBio IBIO Stock Holding History

LPL Financial’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26
Closed -$14K – 4397
2021
Q3 		$14K Hold
26
– – ﹤0.01% 4305
2021
Q2 		$20K Sell
26
-87
-77% -$63.5K ﹤0.01% 4195
2021
Q1 		$87K Buy
113
+8
+8% +$6.97K ﹤0.01% 3944
2020
Q4 		$55K Buy
105
+5
+5% +$4.07K ﹤0.01% 3723
2020
Q3 		$101K Buy
+100
New +$145K ﹤0.01% 3367

Other funds holding IBIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial's IBIO Position: Q4 2021 in Review

LPL Financial sold out of iBio (IBIO) in Q4 2021, closing a stake of 26 shares — an estimated $14K sold.

LPL Financial first reported a position in IBIO in Q3 2020 and held it in 5 quarters. The position peaked at $101K in Q3 2020. 77 funds tracked by Wall St. Rank hold IBIO as of Q4 2021.

  • LPL Financial reported no remaining iBio position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 26 iBio shares in Q4 2021, an estimated $14K.
  • LPL Financial first reported a position in iBio in Q3 2020 and held it in 5 quarters.
  • LPL Financial's iBio position peaked at $101K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held iBio as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.