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Barry Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Barry Investment Advisors’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
2024
Q1 		– Sell
-290,276
Closed -$12.1M – 120
2023
Q4 		$12.1M Sell
290,276
-1,283
-0.4% -$46K 4.11% 5
2023
Q3 		$9.94M Buy
291,559
+10,297
+4% +$371K 3.58% 6
2023
Q2 		$9.52M Buy
281,262
+7,188
+3% +$242K 3.21% 7
2023
Q1 		$9.81M Buy
+274,074
New +$12.8M 3.21% 9

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barry Investment Advisors's IAT Position: Q1 2024 in Review

Barry Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 290,276 shares — an estimated $12.1M sold.

Barry Investment Advisors first reported a position in IAT in Q1 2023 and held it in 4 quarters. The position peaked at $12.1M in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Barry Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 290,276 iShares US Regional Banks ETF shares in Q1 2024, an estimated $12.1M.
  • Barry Investment Advisors first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 4 quarters.
  • Barry Investment Advisors's iShares US Regional Banks ETF position peaked at $12.1M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Barry Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.