Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 3.9M shares of EFG (ISHARES TR), worth $441.5M as of 2025-Q4. The position was increased (++2.1% shares). EFG represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$441.5M
Current Shares
3.9M
Total Value Change
-$323.2M
Total Shares Change
-3.6M
Other major holders of EFG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 3.9M |
+2.1% |
| $441.5M |
| 0.3% |
| $114.45 |
38 |
| 2025-Q3 | Decreased | 3.8M | -18.5% | $427.4M | 0.3% | $111.53 | 0 |
| 2025-Q2 | Decreased | 4.7M | -12.1% | $520.4M | 0.4% | $109.97 | 0 |
| 2025-Q1 | Decreased | 5.3M | -21.4% | $534.3M | 0.5% | $98.29 | 0 |
| 2024-Q4 | Decreased | 6.7M | -12.4% | $652.4M | 0.6% | $94.57 | 0 |
| 2024-Q3 | Increased | 7.7M | +2.9% | $830.2M | 0.9% | $104.45 | 46 |
| 2024-Q2 | Decreased | 7.5M | -1.8% | $764.7M | 0.9% | $99.03 | 0 |