Question 1

How many shares of IBDL does D.A. DAVIDSON & CO. own?

Accepted Answer

D.A. DAVIDSON & CO. previously held 0 shares of IBDL (ISHARES TR) before exiting the position in 2020-Q4.

Question 2

What is D.A. DAVIDSON & CO.'s IBDL position worth?

Accepted Answer

D.A. DAVIDSON & CO.'s IBDL position was last reported at $0 in 2020-Q4 before the exit.

Question 3

Is D.A. DAVIDSON & CO. buying or selling IBDL?

Accepted Answer

In 2020-Q4, D.A. DAVIDSON & CO. exited their IBDL position entirely (-100.0% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy IBDL?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in IBDL in 2019-Q1. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$25.20	0
2020-Q3	Increased	79,540	+105.8%	$2M	0.0%	$25.23	42
2020-Q2	Increased	38,640	+12.4%	$979,000	0.0%	$25.29	28
2020-Q1	Increased	34,387	+5.7%	$867,000	0.0%	$25.14	26
2019-Q4	Increased	32,539	+6.5%	$823,000	0.0%	$25.28	26
2019-Q3	Unchanged	30,540	0.0%	$775,000	0.0%	$25.36	0
2019-Q2	Increased	30,540	+6.3%	$774,000	0.0%	$25.34	26
2019-Q1	First report	28,740	-	$725,000	0.0%	$25.24	0

IBDL8 quarters

IBDL
8 quarters