LTFS
IEHS

Ladenburg Thalmann Financial Services’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$23K Buy
723
+463
+178% +$14K ﹤0.01% 4087
2019
Q3 		$7K Buy
+260
New +$7.59K ﹤0.01% 4570

Other funds holding IEHS

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IEHS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares Evolved U.S. Healthcare Staples ETF (IEHS) stake by 178% in Q4 2019, buying an estimated $14K and bringing the position to 723 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

Ladenburg Thalmann Financial Services first reported a position in IEHS in Q3 2019 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IEHS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 723 shares of iShares Evolved U.S. Healthcare Staples ETF worth $23K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 463 iShares Evolved U.S. Healthcare Staples ETF shares in Q4 2019, an estimated $14K.
  • iShares Evolved U.S. Healthcare Staples ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4087 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q3 2019 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.