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

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16 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 802,813 shares of IBDW (ISHARES TR), worth $16.7M as of 2026-Q2. The position was increased (+4.3% shares). IBDW represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$16.7M

Current Shares

802,813

Total Value Change

+$15.9M

Total Shares Change

+761,415

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
802,813
+4.3%
$16.7M0.0%$20.68
29
2026-Q1
Decreased
769,745
-9.8%
$16.1M0.0%$20.52
0
2025-Q4
Increased
853,136
+6.7%
$18M0.0%$20.58
30
2025-Q3
Increased
799,964
+15.1%
$17M0.0%$20.32
32
2025-Q2
Decreased
694,818
-1.6%
$14.6M0.0%$19.91
0
2025-Q1
Increased
705,991
+15.0%
$14.6M0.0%$19.39
32
2024-Q4
Increased
613,920
+19.7%
$12.5M0.0%$18.86
33
2024-Q3
Decreased
512,799
-0.1%
$10.9M0.0%$19.35
0
2024-Q2
Increased
513,218
+13.8%
$10.4M0.0%$18.28
31
2024-Q1
Increased
450,902
+59.5%
$9.2M0.0%$18.22
40
2023-Q4
Increased
282,672
+243.4%
$5.9M0.0%$18.32
44
2023-Q3
Increased
82,308
+6.0%
$1.6M0.0%$16.82
27
2023-Q2
Increased
77,612
+9.2%
$1.6M0.0%$17.38
28
2023-Q1
Increased
71,098
+0.9%
$1.5M0.0%$17.50
26
2022-Q4
Increased
70,452
+70.2%
$1.4M0.0%$16.75
38
2022-Q3
New
41,398
-
$807,0000.0%$16.18
34

Other major holders of IBDW: Aptus Capital Advisors, LLC

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