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IBMOIBMO
27 quarters

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

STIFEL FINANCIAL CORP holds 76,943 shares of IBMO (ISHARES TR), worth $2M as of 2026-Q2. The position was increased (+1.2% shares). IBMO represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$2M

Current Shares

76,943

Total Value Change

+$1.7M

Total Shares Change

+67,248

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
76,943
+1.2%
$2M0.0%$25.54
26
2026-Q1
Increased
76,019
+8.2%
$1.9M0.0%$25.38
28
2025-Q4
Decreased
70,236
-49.5%
$1.8M0.0%$25.28
0
2025-Q3
Increased
139,163
+6.0%
$3.6M0.0%$25.10
28
2025-Q2
Increased
131,227
+4.9%
$3.4M0.0%$24.92
28
2025-Q1
Increased
125,134
+17.7%
$3.2M0.0%$24.71
31
2024-Q4
Increased
106,338
+28.2%
$2.7M0.0%$24.52
33
2024-Q3
Increased
82,968
+2.4%
$2.1M0.0%$24.53
27
2024-Q2
Increased
80,998
+6.2%
$2.1M0.0%$24.08
28
2024-Q1
New
76,277
-
$1.9M0.0%$23.97
36
2023-Q3
Exited
0
-100.0%
$00.0%$23.25
0
2023-Q2
Increased
183,715
+2.3%
$4.6M0.0%$23.50
27
2023-Q1
New
179,554
-
$4.6M0.0%$23.73
37
2022-Q4
Exited
0
-100.0%
$00.0%$23.37
0
2022-Q3
Decreased
11,271
-81.2%
$278,0000.0%$22.74
0
2022-Q2
Increased
59,991
+12.1%
$1.5M0.0%$23.34
29
2022-Q1
Increased
53,515
+38.9%
$1.4M0.0%$23.46
34
2021-Q4
Increased
38,541
+65.5%
$1M0.0%$24.69
37
2021-Q3
Decreased
23,287
-57.0%
$626,0000.0%$24.65
0
2021-Q2
Increased
54,184
+171.7%
$1.5M0.0%$24.70
41
2021-Q1
Decreased
19,944
-40.5%
$535,0000.0%$24.52
0
2020-Q4
Increased
33,537
+15.5%
$908,0000.0%$24.73
29
2020-Q3
Increased
29,030
+146.0%
$781,0000.0%$24.52
40
2020-Q2
Decreased
11,799
-2.4%
$315,0000.0%$24.22
0
2020-Q1
Increased
12,088
+1.7%
$311,0000.0%$23.36
24
2019-Q4
Increased
11,882
+22.6%
$307,0000.0%$23.45
28
2019-Q3
New
9,695
-
$253,0000.0%$23.33
32

Other major holders of IBMO: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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