Jones Financial Companies Lllp Sells in Q2 2025

Jones Financial Companies Lllp

  • $131 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-3.1M
- 39.18%
$174.82 - $215.79 $542M - $669M
4.81M $1.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.74M
- 38.63%
$82.96 - $110.1 $144M - $191M
2.76M $304M
VTV
Vanguard Value ETF

ETFs
-1.8M
- 3.32%
$153.67 - $176.74 $276M - $318M
52.3M $9.24B
IWD
Ishares Russell 1000 Val ETF

ETFs
-494K
- 19.52%
$166.82 - $194.23 $82.5M - $96M
2.04M $396M
EFV
Msci Eafe Value ETF

ETFs
-1.4M
- 14.23%
$52.4 - $64.65 $73.2M - $90.4M
8.42M $535M
VBR
Vanguard Small Cap Value ETF

ETFs
-249K
- 18.96%
$162.76 - $195.77 $40.5M - $48.7M
1.06M $207M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-767K
- 27.3%
$50.09 - $51.09 $38.4M - $39.2M
2.04M $104M
EFG
Msci Eafe Growth ETF

ETFs
-641K
- 12.09%
$89.8 - $112.0 $57.5M - $71.7M
4.66M $522M
LUV
Southwest Airlines CO

Industrials
-138K
- 20.64%
$24.04 - $34.36 $3.32M - $4.75M
532K $17.3M
VRSK
Verisk Analytics, Inc.

Industrials
-4.97K
- 40.65%
$277.03 - $321.33 $1.38M - $1.6M
7.26K $2.26M
WMS
Advanced Drainage Systems, Inc.

Industrials
-7.37K
- 58.1%
$96.79 - $123.55 $713K - $910K
5.31K $610K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-61.3K
- 14.93%
$8.86 - $9.45 $543K - $579K
349K $3.16M
TTE
Total Energies Se

Energy
-8.61K
- 2.46%
N/A
341K $23.4M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-27.3K
- 51.95%
$12.88 - $16.75 $351K - $457K
25.2K $382K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-8.92K
- 67.51%
$49.89 - $62.13 $445K - $554K
4.29K $266K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-16.2K
- 24.03%
$50.08 - $63.14 $814K - $1.03M
51.4K $3.24M
DVN
Devon Energy Corp

Energy
-3.28K
- 5.8%
$26.8 - $37.92 $87.9K - $124K
53.3K $1.69M
BBY
Best Buy CO Inc

Consumer Cyclical
-4.61K
- 35.83%
$56.17 - $75.73 $259K - $349K
8.27K $554K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-5.47K
- 12.31%
$83.8 - $101.39 $458K - $554K
38.9K $3.94M
ENPH
Enphase Energy, Inc.

Technology
-3.63K
- 40.84%
$34.56 - $62.52 $125K - $227K
5.26K $208K
CHTR
Charter Communications, Inc.

Communication Services
-955
- 67.92%
$321.68 - $427.25 $307K - $408K
451 $184K
FCNCA
First Citizens Bancshares Inc

Financial Services
-185
- 33.64%
$1561.69 - $1966.55 $289K - $364K
365 $714K
DEO
Diageo PLC

Consumer Defensive
-1.72K
- 5.68%
$99.86 - $115.75 $172K - $199K
28.5K $2.88M
ALB
Albemarle Corp

Basic Materials
-312
- 1.07%
$50.76 - $72.25 $15.8K - $22.5K
28.9K $1.81M
DOCU
Docusign, Inc.

Technology
-2.94K
- 17.09%
$70.35 - $93.84 $207K - $276K
14.3K $1.11M
GPN
Global Payments Inc

Industrials
-743
- 5.84%
$67.47 - $99.6 $50.1K - $74K
12K $959K
IHE
Ishares Tr

ETFs
-1.97K
- 6.63%
$61.0 - $68.22 $120K - $134K
27.7K $1.82M
HBI
Hanesbrands Inc.

Consumer Cyclical
-14.8K
- 8.38%
$4.32 - $5.95 $63.7K - $87.8K
161K $738K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13K
- 19.59%
$29.12 - $35.84 $378K - $465K
53.3K $1.91M
VCR
Vanguard Consumer Discretionar

ETFs
-1.72K
- 16.88%
$290.42 - $364.35 $501K - $628K
8.49K $3.08M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.01K
- 33.15%
$47.02 - $47.83 $236K - $240K
10.1K $483K
LYG
Lloyds Banking Group PLC

Financial Services
-72K
- 43.32%
$3.32 - $4.29 $239K - $309K
94.2K $400K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-8.17K
- 7.27%
$25.69 - $26.9 $210K - $220K
104K $2.76M
FTI
Technip Fmc PLC

Energy
-8.16K
- 47.06%
$23.18 - $35.33 $189K - $288K
9.18K $316K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-4.53K
- 37.45%
$37.76 - $42.79 $171K - $194K
7.57K $303K
GEO
Geo Group Inc

Real Estate
-6.7K
- 65.35%
$23.11 - $31.67 $155K - $212K
3.55K $85K
IEZ
Ishares Tr

ETFs
-8.79K
- 36.09%
$14.77 - $19.84 $130K - $174K
15.6K $263K
CNQ
Canadian Natural Resources LTD

Energy
-6.51K
- 40.12%
$25.14 - $34.01 $164K - $221K
9.71K $304K
WPP
Wpp PLC

Communication Services
-4.26K
- 44.9%
$32.03 - $40.64 $137K - $173K
5.23K $183K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-3.97K
- 42.15%
$50.48 - $64.85 $201K - $258K
5.45K $353K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.35K
- 12.45%
$69.8 - $85.28 $164K - $201K
16.5K $1.37M
SHW
Sherwin Williams CO

Basic Materials
-92
- 0.44%
$313.51 - $363.51 $28.8K - $33.4K
20.9K $7.19M
TIGO
Millicom International Cellular Sa

Communication Services
-5.11K
- 80.62%
$26.95 - $38.28 $138K - $195K
1.23K $46K
WAT
Waters Corp

Healthcare
-368
- 54.6%
$307.71 - $366.67 $113K - $135K
306 $106K
SQ
Block, Inc.

Technology
-2.39K
- 10.19%
N/A
21K $1.2M
RCII
Rent A Center Inc De

Industrials
-5K
- 62.25%
N/A
3.03K $80K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-6.54K
- 47.61%
$25.51 - $40.0 $167K - $262K
7.2K $284K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-2.52K
- 35.3%
$46.54 - $55.66 $117K - $140K
4.61K $256K
FTV
Fortive Corp

Technology
-73
- 1.36%
$52.13 - $74.29 $3.81K - $5.42K
5.28K $275K
Activity Summary
Buys All Purchases 3096 New Holdings 535 Increased Positions 2561 Sells All Sells 547 Reductions 547 Sold out 0 Options Calls 0 Puts 0
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