Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

IYEIYE
Showing 8 of 13 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 123,622 shares of IYE (ISHARES TR), worth $7.1M as of 2026-Q2. The position was increased (+12.0% shares). IYE represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$7.1M

Current Shares

123,622

Total Value Change

+$6.2M

Total Shares Change

+105,081

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
123,622
+12.0%
$7.1M0.0%$56.59
31
2026-Q1
Increased
110,351
+14.4%
$7.3M0.0%$59.70
31
2025-Q4
Increased
96,481
+13.0%
$4.6M0.0%$47.81
30
2025-Q3
Increased
85,377
+18.8%
$4.2M0.0%$47.67
31
2025-Q2
Increased
71,874
+18.3%
$3.3M0.0%$44.72
31
2025-Q1
Increased
60,766
+44.0%
$3M0.0%$47.65
36
2024-Q4
Increased
42,206
+127.6%
$1.9M0.0%$43.71
42
2024-Q3
Increased
18,541
+45.1%
$853,8280.0%$44.45
34

Other major holders of IYE: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used