Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 2.8M shares of IVW (ISHARES TR), worth $351.2M as of 2025-Q4. The position was increased (++1.3% shares). IVW represents 0.2% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$351.2M
Current Shares
2.8M
Total Value Change
-$385.8M
Total Shares Change
-5.1M
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 2.8M |
+1.3% |
| $351.2M |
| 0.2% |
| $124.16 |
38 |
| 2025-Q3 | Increased | 2.8M | +1.9% | $336.8M | 0.2% | $120.03 | 38 |
| 2025-Q2 | Decreased | 2.8M | -38.6% | $302.2M | 0.2% | $109.25 | 0 |
| 2025-Q1 | Decreased | 4.5M | -23.6% | $416.2M | 0.4% | $92.24 | 0 |
| 2024-Q4 | Decreased | 5.9M | -29.3% | $597.8M | 0.6% | $101.96 | 0 |
| 2024-Q3 | Increased | 8.3M | +4.6% | $793.7M | 0.8% | $94.72 | 47 |
| 2024-Q2 | Decreased | 8M | -37.3% | $737M | 0.9% | $91.87 | 0 |