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

IVESIVES
5 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 55,915 shares of IVES (WEDBUSH SER TR), worth $2.1M as of 2026-Q2. The position was increased (+5.3% shares). IVES represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.1M

Current Shares

55,915

Total Value Change

+$1.8M

Total Shares Change

+43,768

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
55,915
+5.3%
$2.1M0.0%$38.10
27
2026-Q1
Decreased
53,100
-25.8%
$1.5M0.0%$29.46
0
2025-Q4
Increased
71,585
+71.7%
$2.3M0.0%$31.93
39
2025-Q3
Increased
41,700
+243.3%
$1.3M0.0%$31.96
41
2025-Q2
New
12,147
-
$329,0000.0%$26.87
33

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used