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IBDYIBDY
11 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 434,894 shares of IBDY (ISHARES TR), worth $11.2M as of 2026-Q2. The position was increased (+2.8% shares). IBDY represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$11.2M

Current Shares

434,894

Total Value Change

+$8.4M

Total Shares Change

+327,279

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
434,894
+2.8%
$11.2M0.0%$25.64
29
2026-Q1
Increased
423,185
+8.8%
$10.9M0.0%$25.43
30
2025-Q4
Increased
388,766
+4.1%
$10.2M0.0%$25.52
29
2025-Q3
Decreased
373,608
-0.8%
$9.8M0.0%$25.20
0
2025-Q2
Decreased
376,601
-2.2%
$9.8M0.0%$24.58
0
2025-Q1
Increased
385,094
+109.2%
$9.8M0.0%$23.95
45
2024-Q4
Decreased
184,041
-6.3%
$4.6M0.0%$23.32
0
2024-Q3
Decreased
196,419
-3.8%
$5.2M0.0%$24.13
0
2024-Q2
Increased
204,215
+30.8%
$5.1M0.0%$22.75
34
2024-Q1
Increased
156,116
+45.1%
$4M0.0%$22.72
36
2023-Q4
New
107,615
-
$2.8M0.0%$22.86
36

Other major holders of IBDY: Aptus Capital Advisors, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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