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Showing 8 of 16 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 420,723 shares of IBTG (ISHARES TR), worth $9.6M as of 2026-Q2. The position was decreased (-11.1% shares). IBTG represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$9.6M

Current Shares

420,723

Total Value Change

-$1.9M

Total Shares Change

-79,230

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
420,723
-11.1%
$9.6M0.0%$22.82
0
2026-Q1
Decreased
473,377
-11.0%
$10.8M0.0%$22.63
0
2025-Q4
Increased
532,095
+12.7%
$12.2M0.0%$22.44
31
2025-Q3
Decreased
472,307
-5.0%
$10.8M0.0%$22.22
0
2025-Q2
Increased
497,407
+4.5%
$11.4M0.0%$21.98
29
2025-Q1
Decreased
476,084
-9.0%
$10.9M0.0%$21.76
0
2024-Q4
Increased
523,321
+4.7%
$11.9M0.0%$21.50
29
2024-Q3
Increased
499,953
+3.4%
$11.5M0.0%$21.44
29

Other major holders of IBTG: Focus Partners Wealth, NorthCoast Asset Management LLC

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