AIP
Ameritas Investment Partners’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
84,622
+63,199
| +295% | +$3.5M | 0.15% | 104 |
|
|
2025
Q1 | $3.55M | Sell |
21,423
-385
| -2% | -$63.8K | 0.12% | 144 |
|
|
2024
Q4 | $3.85M | Sell |
21,808
-521
| -2% | -$92K | 0.13% | 132 |
|
|
2024
Q3 | $3.11M | Sell |
22,329
-453
| -2% | -$63.1K | 0.1% | 192 |
|
|
2024
Q2 | $2.79M | Sell |
22,782
-847
| -4% | -$104K | 0.1% | 207 |
|
|
2024
Q1 | $2.64M | Hold |
23,629
| – | – | 0.09% | 234 |
|
|
2023
Q4 | $1.96M | Sell |
23,629
-362
| -2% | -$30K | 0.07% | 312 |
|
|
2023
Q3 | $2.08M | Sell |
23,991
-1,729
| -7% | -$150K | 0.08% | 251 |
|
|
2023
Q2 | $2.14M | Sell |
25,720
-470
| -2% | -$39K | 0.08% | 271 |
|
|
2023
Q1 | $2.16M | Sell |
26,190
-259
| -1% | -$21.4K | 0.09% | 261 |
|
|
2022
Q4 | $2.12M | Hold |
26,449
| – | – | 0.08% | 268 |
|
|
2022
Q3 | $1.69M | Buy |
26,449
+3,311
| +14% | +$212K | 0.08% | 296 |
|
|
2022
Q2 | $1.27M | Hold |
23,138
| – | – | 0.05% | 444 |
|
|
2022
Q1 | $1.53M | Hold |
23,138
| – | – | 0.05% | 433 |
|
|
2021
Q4 | $1.84M | Hold |
23,138
| – | – | 0.06% | 368 |
|
|
2021
Q3 | $1.44M | Buy |
23,138
+1,292
| +6% | +$80.5K | 0.05% | 437 |
|
|
2021
Q2 | $1.44M | Sell |
21,846
-358
| -2% | -$23.5K | 0.05% | 454 |
|
|
2021
Q1 | $1.62M | Hold |
22,204
| – | – | 0.06% | 375 |
|
|
2020
Q4 | $1.35M | Hold |
22,204
| – | – | 0.06% | 405 |
|
|
2020
Q3 | $1.07M | Hold |
22,204
| – | – | 0.05% | 430 |
|
|
2020
Q2 | $927K | Buy |
22,204
+511
| +2% | +$21.3K | 0.04% | 482 |
|
|
2020
Q1 | $936K | Hold |
21,693
| – | – | 0.05% | 398 |
|
|
2019
Q4 | $1.01M | Hold |
21,693
| – | – | 0.04% | 524 |
|
|
2019
Q3 | $1.17M | Sell |
21,693
-332
| -2% | -$17.9K | 0.05% | 440 |
|
|
2019
Q2 | $1.19M | Sell |
22,025
-275
| -1% | -$14.9K | 0.05% | 434 |
|
|
2019
Q1 | $1.16M | Hold |
22,300
| – | – | 0.05% | 442 |
|
|
2018
Q4 | $1.22M | Hold |
22,300
| – | – | 0.07% | 367 |
|
|
2018
Q3 | $1.23M | Buy |
22,300
+1,000
| +5% | +$55.3K | 0.06% | 443 |
|
|
2018
Q2 | $1.37M | Hold |
21,300
| – | – | 0.07% | 387 |
|
|
2018
Q1 | $1.43M | Hold |
21,300
| – | – | 0.07% | 379 |
|
|
2017
Q4 | $1.26M | Buy |
+21,300
| New | +$1.26M | 0.06% | 445 |
|