Ladenburg Thalmann Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11.8M | Buy |
73,889
+10,613
| +17% | +$1.69M | 0.07% | 263 |
|
|
2019
Q3 | $10.4M | Sell |
63,276
-4,437
| -7% | -$730K | 0.07% | 265 |
|
|
2019
Q2 | $11M | Buy |
67,713
+31
| +0% | +$5.06K | 0.08% | 243 |
|
|
2019
Q1 | $10.6M | Sell |
67,682
-3,304
| -5% | -$520K | 0.08% | 231 |
|
|
2018
Q4 | $9.85M | Buy |
70,986
+4,447
| +7% | +$617K | 0.09% | 209 |
|
|
2018
Q3 | $10.8M | Buy |
66,539
+33
| +0% | +$5.34K | 0.09% | 203 |
|
|
2018
Q2 | $9.72M | Hold |
66,506
| – | – | 0.09% | 211 |
|
|
2018
Q1 | $9.72M | Buy |
66,506
+3,405
| +5% | +$497K | 0.09% | 211 |
|
|
2017
Q4 | $9.38M | Buy |
63,101
+7,098
| +13% | +$1.05M | 0.09% | 216 |
|
|
2017
Q3 | $7.83M | Buy |
56,003
+1,457
| +3% | +$204K | 0.09% | 221 |
|
|
2017
Q2 | $7.38M | Sell |
54,546
-2,363
| -4% | -$320K | 0.09% | 215 |
|
|
2017
Q1 | $7.47M | Sell |
56,909
-5,551
| -9% | -$729K | 0.09% | 200 |
|
|
2016
Q4 | $7.77M | Buy |
62,460
+5,002
| +9% | +$623K | 0.11% | 180 |
|
|
2016
Q3 | $6.92M | Buy |
57,458
+7,130
| +14% | +$859K | 0.1% | 196 |
|
|
2016
Q2 | $5.88M | Buy |
50,328
+4,856
| +11% | +$568K | 0.09% | 202 |
|
|
2016
Q1 | $5.19M | Sell |
45,472
-7,647
| -14% | -$872K | 0.09% | 203 |
|
|
2015
Q4 | $6.02M | Sell |
53,119
-15,499
| -23% | -$1.76M | 0.11% | 178 |
|
|
2015
Q3 | $7.35M | Sell |
68,618
-662
| -1% | -$70.9K | 0.15% | 140 |
|
|
2015
Q2 | $8.04M | Buy |
69,280
+5,633
| +9% | +$654K | 0.15% | 150 |
|
|
2015
Q1 | $7.38M | Buy |
63,647
+9,350
| +17% | +$1.08M | 0.14% | 157 |
|
|
2014
Q4 | $6.22M | Buy |
54,297
+28,165
| +108% | +$3.23M | 0.14% | 155 |
|
|
2014
Q3 | $2.87M | Buy |
26,132
+2,967
| +13% | +$326K | 0.08% | 219 |
|
|
2014
Q2 | $2.55M | Buy |
23,165
+1,027
| +5% | +$113K | 0.07% | 237 |
|
|
2014
Q1 | $2.32M | Buy |
22,138
+4,738
| +27% | +$496K | 0.07% | 228 |
|
|
2013
Q4 | $1.8M | Buy |
17,400
+387
| +2% | +$39.9K | 0.06% | 278 |
|
|
2013
Q3 | $1.6M | Buy |
17,013
+5,736
| +51% | +$540K | 0.05% | 272 |
|
|
2013
Q2 | $1.01M | Buy |
+11,277
| New | +$1.01M | 0.04% | 394 |
|