Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 6.8M shares of EFV (ISHARES TR), worth $483.5M as of 2025-Q4. The position was decreased (-1.4% shares). EFV represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$483.5M
Current Shares
6.8M
Total Value Change
-$275.1M
Total Shares Change
-7.5M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 6.8M |
-1.4% |
| $483.5M |
| 0.3% |
| $71.68 |
0 |
| 2025-Q3 | Decreased | 6.9M | -18.5% | $463.8M | 0.3% | $66.07 | 0 |
| 2025-Q2 | Decreased | 8.4M | -14.2% | $534.9M | 0.4% | $62.08 | 0 |
| 2025-Q1 | Decreased | 9.8M | -22.0% | $583.8M | 0.5% | $56.91 | 0 |
| 2024-Q4 | Decreased | 12.6M | -14.0% | $661M | 0.6% | $50.13 | 0 |
| 2024-Q3 | Increased | 14.6M | +2.4% | $847.2M | 0.9% | $54.42 | 46 |
| 2024-Q2 | Decreased | 14.3M | -2.7% | $758.5M | 0.9% | $49.90 | 0 |