ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 80,283 Value ($000) $4,428 Avg Close — Range —
Q3 2025
Shares 78,360 Value ($000) $4,164 Avg Close — Range —
Q2 2025
Shares 75,272 Value ($000) $3,717 Avg Close — Range —
Q1 2025
Shares 56,854 Value ($000) $2,615 Avg Close — Range —
Q4 2024
Shares 41,270 Value ($000) $2,078 Avg Close — Range —
Q3 2024
Shares 34,496 Value ($000) $1,623 Avg Close — Range —
Q2 2024
Shares 23,868 Value ($000) $990 Avg Close — Range —
Q1 2024
Shares 17,436 Value ($000) $756 Avg Close — Range —
Q4 2023
Shares 7,805 Value ($000) $327 Avg Close — Range —