Question 1

How many shares of IBTE does STIFEL FINANCIAL CORP own?

Accepted Answer

STIFEL FINANCIAL CORP previously held 0 shares of IBTE (ISHARES TR) before exiting the position in 2024-Q4.

Question 2

What is STIFEL FINANCIAL CORP's IBTE position worth?

Accepted Answer

STIFEL FINANCIAL CORP's IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is STIFEL FINANCIAL CORP buying or selling IBTE?

Accepted Answer

In 2024-Q4, STIFEL FINANCIAL CORP exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did STIFEL FINANCIAL CORP first buy IBTE?

Accepted Answer

Based on available 13F filings, STIFEL FINANCIAL CORP first reported a position in IBTE in 2020-Q1. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.73	0
2024-Q3	Increased	228,881	+1.1%	$5.5M	0.0%	$23.65	27
2024-Q2	Decreased	226,368	-54.8%	$5.4M	0.0%	$23.34	0
2024-Q1	Decreased	500,924	-58.2%	$12M	0.0%	$23.04	0
2023-Q4	Increased	1.2M	+14.9%	$28.6M	0.0%	$22.79	33
2023-Q3	Increased	1M	+13.9%	$24.9M	0.0%	$22.44	33
2023-Q2	Increased	916,384	+1.5%	$21.8M	0.0%	$22.15	29
2023-Q1	Decreased	902,882	-9.8%	$21.7M	0.0%	$22.12	0
2022-Q4	Increased	1M	+19.1%	$23.9M	0.0%	$21.84	34
2022-Q3	Increased	839,919	+39.7%	$20.1M	0.0%	$21.73	38
2022-Q2	Increased	601,119	+6.2%	$14.7M	0.0%	$21.97	30
2022-Q1	Increased	565,828	+4.6%	$13.9M	0.0%	$22.13	29
2021-Q4	Increased	540,750	+25.0%	$13.8M	0.0%	$22.84	34
2021-Q3	Increased	432,483	+1881.2%	$11.1M	0.0%	$23.03	45
2021-Q2	Increased	21,829	+13.4%	$561,000	0.0%	$23.00	27
2021-Q1	Increased	19,257	+8.8%	$495,000	0.0%	$23.01	26
2020-Q4	Increased	17,693	+10.6%	$459,000	0.0%	$23.16	27
2020-Q3	Increased	16,001	+21.2%	$416,000	0.0%	$23.18	29
2020-Q2	Increased	13,201	+7.9%	$343,000	0.0%	$23.13	26
2020-Q1	New	12,232	-	$320,000	0.0%	$23.01	33

IBTE20 quarters

IBTE
20 quarters