Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

IBDVIBDV
16 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 762,897 shares of IBDV (ISHARES TR), worth $16.6M as of 2026-Q2. The position was increased (+6.5% shares). IBDV represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$16.6M

Current Shares

762,897

Total Value Change

+$14.8M

Total Shares Change

+674,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
762,897
+6.5%
$16.6M0.0%$21.72
30
2026-Q1
Increased
716,488
+3.0%
$15.7M0.0%$21.56
29
2025-Q4
Increased
695,875
+8.2%
$15.4M0.0%$21.58
30
2025-Q3
Increased
643,107
+1.1%
$14.2M0.0%$21.33
28
2025-Q2
Increased
635,948
+2.8%
$14M0.0%$20.93
29
2025-Q1
Increased
618,457
+18.0%
$13.4M0.0%$20.44
33
2024-Q4
Increased
524,198
+14.5%
$11.2M0.0%$19.95
32
2024-Q3
Decreased
457,968
-13.6%
$10.2M0.0%$20.38
0
2024-Q2
Increased
529,729
+19.1%
$11.3M0.0%$19.32
33
2024-Q1
Increased
444,939
+21.2%
$9.5M0.0%$19.22
33
2023-Q4
Increased
367,058
+19.0%
$7.9M0.0%$19.29
32
2023-Q3
Increased
308,383
+4.3%
$6.3M0.0%$17.88
28
2023-Q2
Increased
295,679
+76.5%
$6.3M0.0%$18.41
41
2023-Q1
Increased
167,543
+48.3%
$3.6M0.0%$18.51
37
2022-Q4
Increased
112,972
+27.1%
$2.3M0.0%$17.77
32
2022-Q3
New
88,884
-
$1.8M0.0%$17.11
36

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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