Ownership history in Commonwealth Financial Services, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Commonwealth Financial Services, LLC reported a position in ISHARES TR (ILCB). 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 Q4 | ADDED | 43,142 | +1,652 | +4.0% | 0.67% | $4.1M | $94.16 |
| 2025 Q3 | ADDED | 41,490 | +25,134 | +153.7% | 0.66% | $3.8M | $91.91 |
| 2025 Q2 | ADDED | 16,356 | +1,709 | +11.7% | 0.27% | $1.4M | $85.07 |
| 2025 Q1 | ADDED | 14,647 | +2,714 | +22.7% | 0.23% | $1.1M | $76.40 |
| 2024 Q4 | ADDED | 11,933 | +1,836 | +18.2% | 0.19% | $969K | $80.00 |
| 2024 Q3 | ADDED | 10,097 | +1,348 | +15.4% | 0.16% | $793K | $77.85 |
| 2024 Q2 | INITIATED | 8,749 | — | — | 0.14% | $671K | — |
As of 2025 Q4 — sorted by position size