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IBHGIBHG
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 401,755 shares of IBHG (ISHARES TR), worth $8.9M as of 2026-Q2. The position was increased (+23.5% shares). IBHG represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$8.9M

Current Shares

401,755

Total Value Change

+$5.4M

Total Shares Change

+243,634

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
401,755
+23.5%
$8.9M0.0%$21.87
33
2026-Q1
Increased
325,363
+17.6%
$7.2M0.0%$21.60
32
2025-Q4
Increased
276,642
+37.8%
$6.2M0.0%$21.58
36
2025-Q3
Increased
200,833
+0.8%
$4.5M0.0%$21.31
27
2025-Q2
Increased
199,177
+17.0%
$4.5M0.0%$21.02
31
2025-Q1
Increased
170,188
+7.6%
$3.8M0.0%$20.48
29
2024-Q4
New
158,121
-
$3.5M0.0%$20.19
37

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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