Ladenburg Thalmann Financial Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $163K | Sell |
5,952
-4,943
| -45% | -$135K | ﹤0.01% | 2662 |
|
2019
Q3 | $701K | Buy |
10,895
+2,842
| +35% | +$183K | ﹤0.01% | 1495 |
|
2019
Q2 | $509K | Buy |
8,053
+1,230
| +18% | +$77.7K | ﹤0.01% | 1731 |
|
2019
Q1 | $401K | Buy |
6,823
+5,646
| +480% | +$332K | ﹤0.01% | 1859 |
|
2018
Q4 | $65K | Hold |
1,177
| – | – | ﹤0.01% | 3064 |
|
2018
Q3 | $74K | Sell |
1,177
-8,904
| -88% | -$560K | ﹤0.01% | 3047 |
|
2018
Q2 | $660K | Hold |
10,081
| – | – | 0.01% | 1349 |
|
2018
Q1 | $660K | Buy |
10,081
+6,571
| +187% | +$430K | 0.01% | 1349 |
|
2017
Q4 | $220K | Buy |
3,510
+2,260
| +181% | +$142K | ﹤0.01% | 2146 |
|
2017
Q3 | $72K | Hold |
1,250
| – | – | ﹤0.01% | 2819 |
|
2017
Q2 | $66K | Sell |
1,250
-3,319
| -73% | -$175K | ﹤0.01% | 2819 |
|
2017
Q1 | $235K | Sell |
4,569
-4,465
| -49% | -$230K | ﹤0.01% | 1799 |
|
2016
Q4 | $447K | Buy |
9,034
+6,748
| +295% | +$334K | 0.01% | 1324 |
|
2016
Q3 | $95K | Buy |
2,286
+1,150
| +101% | +$47.8K | ﹤0.01% | 2293 |
|
2016
Q2 | $41K | Sell |
1,136
-299
| -21% | -$10.8K | ﹤0.01% | 2828 |
|
2016
Q1 | $54K | Sell |
1,435
-2,371
| -62% | -$89.2K | ﹤0.01% | 2540 |
|
2015
Q4 | $158K | Buy |
3,806
+2,406
| +172% | +$99.9K | ﹤0.01% | 1740 |
|
2015
Q3 | $54K | Buy |
1,400
+48
| +4% | +$1.85K | ﹤0.01% | 2407 |
|
2015
Q2 | $59K | Buy |
1,352
+16
| +1% | +$698 | ﹤0.01% | 2474 |
|
2015
Q1 | $58K | Sell |
1,336
-352
| -21% | -$15.3K | ﹤0.01% | 2444 |
|
2014
Q4 | $72K | Buy |
1,688
+1,252
| +287% | +$53.4K | ﹤0.01% | 2112 |
|
2014
Q3 | $17K | Sell |
436
-391
| -47% | -$15.2K | ﹤0.01% | 2783 |
|
2014
Q2 | $31K | Buy |
827
+2
| +0.2% | +$75 | ﹤0.01% | 2328 |
|
2014
Q1 | $32K | Buy |
+825
| New | +$32K | ﹤0.01% | 2250 |
|