Jones Financial Companies Lllp Incresed Positions in Q3 2024

Jones Financial Companies Lllp

  • $97.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.46M
+ 3.81%
$96.25 - $101.98 $429M - $454M
121M $12.3B
VTV
Vanguard Value ETF

ETFs
1.18M
+ 2.31%
$159.75 - $174.57 $188M - $206M
52.2M $9.11B
IEFA
Ishares Tr

ETFs
2.93M
+ 3.46%
$70.09 - $78.74 $205M - $230M
87.4M $6.82B
IVV
Ishares Core S&P 500 ETF

ETFs
575K
+ 5.22%
$520.18 - $576.82 $299M - $331M
11.6M $6.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
422K
+ 4.88%
$475.2 - $527.7 $201M - $223M
9.08M $4.79B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.72M
+ 4.16%
$79.92 - $88.19 $137M - $152M
43M $3.79B
VO
Vanguard Mid Cap ETF

ETFs
441K
+ 3.14%
$237.84 - $263.83 $105M - $116M
14.5M $3.82B
VEA
Vanguard Ftse Developed Market

ETFs
1.98M
+ 3.04%
$47.6 - $53.31 $94.2M - $106M
67.1M $3.54B
VUG
Vanguard Growth ETF

ETFs
186K
+ 0.81%
$341.08 - $391.94 $63.3M - $72.8M
23.1M $8.89B
VV
Vanguard Large Cap ETF

ETFs
244K
+ 1.42%
$236.92 - $263.4 $57.7M - $64.2M
17.4M $4.58B
IWM
Ishares Russell 2000 ETF

ETFs
281K
+ 3.6%
$200.87 - $224.6 $56.5M - $63.2M
8.09M $1.79B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.96M
+ 3.77%
$44.83 - $47.42 $87.8M - $92.8M
53.9M $2.54B
VB
Vanguard Small Cap ETF

ETFs
174K
+ 2.47%
$214.77 - $237.72 $37.3M - $41.3M
7.21M $1.71B
IWS
Ishares Russell Midcap Value E

ETFs
447K
+ 5.39%
$119.52 - $132.25 $53.4M - $59.1M
8.74M $1.16B
AVDV
American Centy ETF Tr Avantis

ETFs
379K
+ 2.26%
$62.52 - $71.12 $23.7M - $27M
17.2M $1.21B
IWD
Ishares Russell 1000 Val ETF

ETFs
83.6K
+ 1.37%
$173.36 - $189.8 $14.5M - $15.9M
6.18M $1.17B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
409K
+ 3.23%
$60.13 - $68.17 $24.6M - $27.9M
13.1M $884M
AAPL
Apple Inc.

Technology
330K
+ 42.92%
$207.23 - $234.82 $68.4M - $77.5M
1.1M $256M
MSFT
Microsoft Corp

Technology
211K
+ 55.28%
$395.15 - $467.56 $83.2M - $98.5M
592K $255M
EFV
Msci Eafe Value ETF

ETFs
348K
+ 2.44%
$51.72 - $57.96 $18M - $20.2M
14.6M $843M
DGRO
Ishares Core Dividend Growth E

ETFs
1.15M
+ 58.95%
$57.47 - $62.76 $65.9M - $72M
3.09M $194M
AMZN
Amazon Com Inc

Consumer Cyclical
453K
+ 73.29%
$161.02 - $200.0 $72.9M - $90.5M
1.07M $199M
DFIS
Dimensional ETF Tr Dimensional

ETFs
747K
+ 3.49%
$24.06 - $26.97 $18M - $20.2M
22.2M $595M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
318K
+ 144.3%
$178.94 - $207.0 $56.9M - $65.9M
539K $108M
NVDA
Nvidia Corp

Technology
553K
+ 45.58%
$98.91 - $134.91 $54.7M - $74.7M
1.77M $215M
EFG
Msci Eafe Growth ETF

ETFs
220K
+ 2.94%
$96.84 - $108.77 $21.3M - $23.9M
7.69M $828M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
380K
+ 10.85%
$87.56 - $95.49 $33.3M - $36.3M
3.88M $371M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
236K
+ 3.44%
$116.79 - $133.54 $27.5M - $31.5M
7.08M $934M
IVW
Ishares S&P 500 Growth ETF

ETFs
367K
+ 4.61%
$84.77 - $97.13 $31.1M - $35.7M
8.33M $798M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
973K
+ 5.67%
$36.06 - $37.66 $35.1M - $36.6M
18.1M $682M
IWN
Ishares Russell2000 Val ETF

ETFs
107K
+ 4.34%
$150.05 - $171.34 $16.1M - $18.4M
2.58M $431M
IWP
Ishares Russell Mid Cap Growth

ETFs
195K
+ 4.63%
$103.87 - $117.59 $20.2M - $22.9M
4.4M $517M
VBR
Vanguard Small Cap Value ETF

ETFs
30.3K
+ 1.29%
$179.99 - $201.6 $5.46M - $6.11M
2.38M $478M
VOE
Vanguard Mid Cap Value Index F

ETFs
52.5K
+ 2.27%
$149.02 - $167.67 $7.82M - $8.8M
2.36M $396M
GOOGL
Alphabet Inc.

Communication Services
335K
+ 53.0%
$148.65 - $191.18 $49.8M - $64.1M
968K $161M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
664K
+ 11.85%
$49.77 - $51.95 $33.1M - $34.5M
6.27M $325M
SPY
Spdr S&P 500 ETF Trust

ETFs
53.5K
+ 11.27%
$517.38 - $573.86 $27.7M - $30.7M
528K $303M
AVGO
Broadcom Inc.

Technology
687K
+ 1321.81%
$136.27 - $1745.86 $93.6M - $1.2B
739K $128M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
259K
+ 21.21%
$105.53 - $118.34 $27.4M - $30.7M
1.48M $173M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
530K
+ 20.75%
$57.32 - $62.65 $30.4M - $33.2M
3.09M $192M
EMB
Ishares Tr

ETFs
8.78K
+ 0.11%
$87.75 - $93.74 $771K - $823K
7.69M $719M
VTWO
Vanguard Russell 2000 ETF

ETFs
246K
+ 11.26%
$81.17 - $90.77 $20M - $22.3M
2.43M $217M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
197K
+ 15.95%
$117.9 - $128.2 $23.2M - $25.3M
1.43M $184M
JPM
Jpmorgan Chase & CO

Financial Services
158K
+ 55.0%
$194.9 - $224.8 $30.8M - $35.5M
445K $93.8M
META
Meta Platforms, Inc.

Communication Services
49.6K
+ 53.79%
$453.41 - $572.44 $22.5M - $28.4M
142K $81.2M
CGDV
Capital Group Divid Value ETF

ETFs
886K
+ 132.77%
$32.96 - $36.48 $29.2M - $32.3M
1.55M $56.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
57.3K
+ 1.08%
$75.32 - $84.37 $4.32M - $4.83M
5.38M $450M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55K
+ 46.85%
$405.19 - $478.57 $22.3M - $26.3M
172K $79.4M
LLY
Eli Lilly & CO

Healthcare
34K
+ 63.98%
$772.14 - $960.02 $26.3M - $32.7M
87.2K $77.2M
Activity Summary
Buys All Purchases 2691 New Holdings 721 Increased Positions 1970 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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