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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in ISHARES TR

STIFEL FINANCIAL CORP holds 1.1M shares of IBDV (ISHARES TR), worth $23.8M as of 2026-Q2. The position was increased (+2.8% shares). IBDV represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$23.8M

Current Shares

1.1M

Total Value Change

+$22.1M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+2.8%
$23.8M0.0%$21.72
29
2026-Q1
Increased
1.1M
+10.7%
$23.2M0.0%$21.56
32
2025-Q4
Increased
957,483
+9.3%
$21.1M0.0%$21.58
31
2025-Q3
Increased
875,718
+4.4%
$19.4M0.0%$21.33
30
2025-Q2
Decreased
838,955
-55.0%
$18.4M0.0%$20.93
0
2025-Q1
Increased
1.9M
+2214.3%
$40.5M0.0%$20.44
47
2024-Q4
Increased
80,626
+4.4%
$1.7M0.0%$19.95
27
2024-Q3
Increased
77,214
+3.0%
$1.7M0.0%$20.38
26

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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