LGA
IAI icon

Lebenthal Global Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Lebenthal Global Advisors’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$15K – 322
2020
Q4 		$15K Buy
+200
New +$14K 0.01% 410

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lebenthal Global Advisors's IAI Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

Lebenthal Global Advisors first reported a position in IAI in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 70 funds tracked by Wall St. Rank hold IAI as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 200 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2021, an estimated $15K.
  • Lebenthal Global Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $15K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.