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Advisor Group’s iShares US Regional Banks ETF IAT Stock Holding History

Advisor Group’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$367K Sell
7,202
-504
-7% -$24.6K ﹤0.01% 1899
2019
Q3 		$358K Sell
7,706
-410
-5% -$18.7K ﹤0.01% 1866
2019
Q2 		$373K Sell
8,116
-3,734
-32% -$170K ﹤0.01% 1821
2019
Q1 		$515K Sell
11,850
-742
-6% -$33.5K ﹤0.01% 1564
2018
Q4 		$501K Sell
12,592
-2,863
-19% -$130K ﹤0.01% 1405
2018
Q3 		$758K Buy
15,455
+3,143
+26% +$161K 0.01% 1173
2018
Q2 		$605K Buy
12,312
+1,126
+10% +$57.6K 0.01% 1177
2018
Q1 		$562K Buy
11,186
+1,959
+21% +$102K 0.01% 1235
2017
Q4 		$456K Buy
9,227
+2,852
+45% +$137K 0.01% 1388
2017
Q3 		$301K Buy
6,375
+1,125
+21% +$50.8K ﹤0.01% 1530
2017
Q2 		$240K Sell
5,250
-11,065
-68% -$492K ﹤0.01% 1649
2017
Q1 		$731K Buy
16,315
+9,863
+153% +$455K 0.01% 870
2016
Q4 		$292K Buy
6,452
+2,833
+78% +$115K 0.01% 1319
2016
Q3 		$127K Buy
3,619
+400
+12% +$13.7K ﹤0.01% 1844
2016
Q2 		$102K Buy
+3,219
New +$107K ﹤0.01% 1919

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's IAT Position: Q4 2019 in Review

Advisor Group reduced its iShares US Regional Banks ETF (IAT) stake by 6.5% in Q4 2019, selling an estimated $24.6K and leaving 7,202 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Advisor Group first reported a position in IAT in Q2 2016 and has held it in 15 quarters since. The position peaked at $758K in Q3 2018. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

  • Advisor Group held 7,202 shares of iShares US Regional Banks ETF worth $367K as of Q4 2019.
  • Advisor Group sold 504 iShares US Regional Banks ETF shares in Q4 2019, an estimated $24.6K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1899 holding.
  • Advisor Group first reported a position in iShares US Regional Banks ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Regional Banks ETF position peaked at $758K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.