Cambridge Investment Research Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
29,691
+459
| +2% | +$22.7K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $1.36M | Sell |
29,232
-1,627
| -5% | -$75.9K | ﹤0.01% | 1624 |
|
|
2024
Q4 | $1.55M | Sell |
30,859
-233
| -0.7% | -$11.7K | 0.01% | 1541 |
|
|
2024
Q3 | $1.48M | Sell |
31,092
-4,945
| -14% | -$235K | 0.01% | 1574 |
|
|
2024
Q2 | $1.49M | Sell |
36,037
-5,946
| -14% | -$247K | 0.01% | 1492 |
|
|
2024
Q1 | $1.82M | Sell |
41,983
-24,391
| -37% | -$1.06M | 0.01% | 1329 |
|
|
2023
Q4 | $2.78M | Buy |
66,374
+29,884
| +82% | +$1.25M | 0.01% | 1007 |
|
|
2023
Q3 | $1.23M | Buy |
36,490
+3,920
| +12% | +$132K | 0.01% | 1434 |
|
|
2023
Q2 | $1.1M | Buy |
32,570
+5,931
| +22% | +$201K | 0.01% | 1544 |
|
|
2023
Q1 | $953K | Buy |
26,639
+4,746
| +22% | +$170K | ﹤0.01% | 1605 |
|
|
2022
Q4 | $1.04M | Buy |
21,893
+5,401
| +33% | +$257K | 0.01% | 1486 |
|
|
2022
Q3 | $787K | Sell |
16,492
-82
| -0.5% | -$3.91K | ﹤0.01% | 1636 |
|
|
2022
Q2 | $817K | Sell |
16,574
-3,629
| -18% | -$179K | ﹤0.01% | 1613 |
|
|
2022
Q1 | $1.19M | Sell |
20,203
-41,153
| -67% | -$2.42M | 0.01% | 1453 |
|
|
2021
Q4 | $3.79M | Buy |
61,356
+10,000
| +19% | +$618K | 0.02% | 790 |
|
|
2021
Q3 | $3.11M | Buy |
51,356
+40,089
| +356% | +$2.43M | 0.02% | 849 |
|
|
2021
Q2 | $648K | Sell |
11,267
-12,171
| -52% | -$700K | ﹤0.01% | 1855 |
|
|
2021
Q1 | $1.33M | Buy |
23,438
+13,051
| +126% | +$739K | 0.01% | 1248 |
|
|
2020
Q4 | $471K | Buy |
10,387
+26
| +0.3% | +$1.18K | ﹤0.01% | 1810 |
|
|
2020
Q3 | $339K | Sell |
10,361
-2,644
| -20% | -$86.5K | ﹤0.01% | 1858 |
|
|
2020
Q2 | $440K | Buy |
13,005
+1,626
| +14% | +$55K | ﹤0.01% | 1631 |
|
|
2020
Q1 | $329K | Sell |
11,379
-9,664
| -46% | -$279K | ﹤0.01% | 1616 |
|
|
2019
Q4 | $1.07M | Sell |
21,043
-4,574
| -18% | -$233K | 0.01% | 1106 |
|
|
2019
Q3 | $1.19M | Buy |
25,617
+5,996
| +31% | +$279K | 0.01% | 982 |
|
|
2019
Q2 | $901K | Sell |
19,621
-1,346
| -6% | -$61.8K | 0.01% | 1073 |
|
|
2019
Q1 | $911K | Sell |
20,967
-2,005
| -9% | -$87.1K | 0.01% | 1083 |
|
|
2018
Q4 | $915K | Sell |
22,972
-18,999
| -45% | -$757K | 0.01% | 982 |
|
|
2018
Q3 | $2.06M | Sell |
41,971
-24,281
| -37% | -$1.19M | 0.02% | 678 |
|
|
2018
Q2 | $3.26M | Sell |
66,252
-106,170
| -62% | -$5.22M | 0.03% | 477 |
|
|
2018
Q1 | $8.69M | Buy |
172,422
+92,116
| +115% | +$4.64M | 0.1% | 203 |
|
|
2017
Q4 | $3.96M | Buy |
80,306
+39,020
| +95% | +$1.92M | 0.05% | 369 |
|
|
2017
Q3 | $1.95M | Sell |
41,286
-13,381
| -24% | -$632K | 0.03% | 549 |
|
|
2017
Q2 | $2.49M | Buy |
54,667
+4,935
| +10% | +$225K | 0.04% | 436 |
|
|
2017
Q1 | $2.23M | Buy |
49,732
+36
| +0.1% | +$1.61K | 0.04% | 417 |
|
|
2016
Q4 | $2.26M | Buy |
49,696
+40,751
| +456% | +$1.85M | 0.04% | 404 |
|
|
2016
Q3 | $315K | Sell |
8,945
-1,044
| -10% | -$36.8K | 0.01% | 1270 |
|
|
2016
Q2 | $324K | Sell |
9,989
-388
| -4% | -$12.6K | 0.01% | 1139 |
|
|
2016
Q1 | $330K | Sell |
10,377
-1,261
| -11% | -$40.1K | 0.01% | 1118 |
|
|
2015
Q4 | $407K | Sell |
11,638
-1,695
| -13% | -$59.3K | 0.01% | 959 |
|
|
2015
Q3 | $450K | Buy |
13,333
+2,214
| +20% | +$74.7K | 0.01% | 807 |
|
|
2015
Q2 | $407K | Sell |
11,119
-941
| -8% | -$34.4K | 0.01% | 919 |
|
|
2015
Q1 | $421K | Sell |
12,060
-47
| -0.4% | -$1.64K | 0.01% | 879 |
|
|
2014
Q4 | $423K | Buy |
12,107
+658
| +6% | +$23K | 0.01% | 861 |
|
|
2014
Q3 | $379K | Sell |
11,449
-333
| -3% | -$11K | 0.01% | 955 |
|
|
2014
Q2 | $408K | Sell |
11,782
-3,210
| -21% | -$111K | 0.01% | 849 |
|
|
2014
Q1 | $524K | Buy |
14,992
+2,042
| +16% | +$71.4K | 0.02% | 699 |
|
|
2013
Q4 | $428K | Buy |
+12,950
| New | +$428K | 0.02% | 717 |
|