Ishares Tr shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Ishares Tr
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All positions including Ishares Tr held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $734k | 35k | 21.15 |
| 2025-09-30 | $641k | 30k | 21.22 |
| 2025-06-30 | $535k | 25k | 21.04 |
| 2025-03-31 | $476k | 23k | 20.75 |
| 2024-12-31 | $407k | 20k | 20.35 |
| 2024-09-30 | $296k | 14k | 21.22 |