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7 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 208,648 shares of IBTP (ISHARES TR), worth $5.3M as of 2026-Q2. The position was increased (+7.8% shares). IBTP represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$5.3M

Current Shares

208,648

Total Value Change

+$1.9M

Total Shares Change

+73,556

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
208,648
+7.8%
$5.3M0.0%$25.21
29
2026-Q1
Increased
193,461
+11.8%
$5M0.0%$25.20
30
2025-Q4
Increased
172,964
+13.6%
$4.5M0.0%$25.22
30
2025-Q3
Increased
152,219
+4.2%
$3.9M0.0%$24.99
28
2025-Q2
Increased
146,146
+2.5%
$3.8M0.0%$24.54
27
2025-Q1
Increased
142,518
+5.5%
$3.7M0.0%$24.26
28
2024-Q4
New
135,092
-
$3.4M0.0%$23.32
37

Other major holders of IBTP: STIFEL FINANCIAL CORP, BENJAMIN EDWARDS INC, ROYAL BANK OF CANADA

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