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Ishares Tr shares owned by Jacobi Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Jacobi Capital Management from 13F filings

Historical chart of Jacobi Capital Management investment in Ishares Tr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29300k350k10k12k14k
Value ($)Share countHistorical IBDY position of Jacobi Capital Management Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $380k 15k 25.10
2024-09-30 $271k 10k 26.40

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Russell 2000 Etf (IWM)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)

View all positions for Jacobi Capital Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
First Interstate Bank
Gateway Advisory
Bank of America Corporation
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Arrow Financial Corp.
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
UBS Group

View all funds holding Ishares Tr