Commonwealth Retirement Investments LLC ISHARES U.S. THEMATIC ROTATION ACTIVE ETF Transaction History

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025
Number of Shares
40,308
Previous 37,273 8.14%
Holding current value
$1.53 Billion
Previous $1.33 Billion 15.07%
% of portfolio
0.52%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
3,035 Added 8.14%
40,308 $1.53 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
37,273 New
37,273 $1.33 Billion
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