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Showing 8 of 15 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 528,252 shares of IBDX (ISHARES TR), worth $13.3M as of 2026-Q2. The position was increased (+3.5% shares). IBDX represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$13.3M

Current Shares

528,252

Total Value Change

+$8.7M

Total Shares Change

+349,799

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
528,252
+3.5%
$13.3M0.0%$25.09
29
2026-Q1
Decreased
510,121
-10.5%
$12.9M0.0%$24.87
0
2025-Q4
Increased
570,010
+33.5%
$14.6M0.0%$24.93
36
2025-Q3
Increased
426,998
+23.4%
$10.9M0.0%$24.63
34
2025-Q2
Decreased
345,959
-1.5%
$8.7M0.0%$24.01
0
2025-Q1
Increased
351,233
+73.0%
$8.8M0.0%$23.44
41
2024-Q4
Increased
202,996
+13.8%
$5M0.0%$22.86
31
2024-Q3
Increased
178,453
+77.5%
$4.6M0.0%$23.52
41

Other major holders of IBDX: Aptus Capital Advisors, LLC

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