Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in ISHARES TR (IBHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 82,145 | -61,643 | -42.9% | 0.00% | $1.9M | $22.96 |
| 2025 Q2 | REDUCED | 143,788 | -1,771 | -1.2% | 0.00% | $3.3M | $22.73 |
| 2025 Q1 | REDUCED | 145,559 | -475 | -0.3% | 0.00% | $3.4M | $22.42 |
| 2024 Q4 | REDUCED | 146,034 | -6,635 | -4.3% | 0.00% | $3.4M | $22.17 |