Ishares Tr shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 |
|---|---|---|---|
| 2025-09-30 | $567k | 22k | 25.62 |
| 2025-06-30 | $461k | 18k | 25.29 |
| 2025-03-31 | $427k | 17k | 24.99 |
| 2024-12-31 | $382k | 16k | 24.58 |
| 2024-09-30 | $272k | 11k | 25.71 |