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7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in ISHARES TR

RAYMOND JAMES FINANCIAL INC holds 3.5M shares of IBDW (ISHARES TR), worth $72.8M as of 2026-Q2. The position was decreased (-2.0% shares). IBDW represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$72.8M

Current Shares

3.5M

Total Value Change

+$32.7M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.5M
-2.0%
$72.8M0.0%$20.68
0
2026-Q1
Increased
3.6M
+40.4%
$74.6M0.0%$20.52
39
2025-Q4
Increased
2.5M
+34.5%
$53.7M0.0%$20.58
38
2025-Q3
Increased
1.9M
+50.1%
$40.1M0.0%$20.32
40
2025-Q2
Decreased
1.3M
-32.6%
$26.5M0.0%$19.91
0
2025-Q1
Decreased
1.9M
-5.4%
$38.7M0.0%$19.39
0
2024-Q4
New
2M
-
$40.2M0.0%$18.86
40

Other major holders of IBDW: Aptus Capital Advisors, LLC

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