Commonwealth Equity Services’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 | $5.27M | Sell |
106,403
-9,183
| -8% | -$455K | 0.01% | 1296 |
|
|
2025
Q1 | $5.39M | Sell |
115,586
-2,154
| -2% | -$100K | 0.01% | 1239 |
|
|
2024
Q4 | $5.93M | Buy |
117,740
+5,841
| +5% | +$294K | 0.01% | 1138 |
|
|
2024
Q3 | $5.32M | Sell |
111,899
-1,435
| -1% | -$68.2K | 0.01% | 1183 |
|
|
2024
Q2 | $4.7M | Sell |
113,334
-8,266
| -7% | -$343K | 0.01% | 1228 |
|
|
2024
Q1 | $5.28M | Sell |
121,600
-18,812
| -13% | -$816K | 0.01% | 1133 |
|
|
2023
Q4 | $5.88M | Sell |
140,412
-10,761
| -7% | -$450K | 0.01% | 1013 |
|
|
2023
Q3 | $5.08M | Buy |
151,173
+32,799
| +28% | +$1.1M | 0.01% | 1026 |
|
|
2023
Q2 | $4.01M | Sell |
118,374
-49,279
| -29% | -$1.67M | 0.01% | 1167 |
|
|
2023
Q1 | $6K | Buy |
167,653
+60,972
| +57% | +$2.18K | 0.01% | 923 |
|
|
2022
Q4 | $5.08M | Buy |
106,681
+3,002
| +3% | +$143K | 0.01% | 958 |
|
|
2022
Q3 | $4.95M | Sell |
103,679
-1,893
| -2% | -$90.4K | 0.01% | 900 |
|
|
2022
Q2 | $5.2M | Sell |
105,572
-125
| -0.1% | -$6.16K | 0.01% | 875 |
|
|
2022
Q1 | $6.23M | Buy |
105,697
+1,009
| +1% | +$59.4K | 0.01% | 834 |
|
|
2021
Q4 | $6.47M | Sell |
104,688
-2,857
| -3% | -$176K | 0.01% | 804 |
|
|
2021
Q3 | $6.51M | Buy |
107,545
+1,014
| +1% | +$61.4K | 0.02% | 730 |
|
|
2021
Q2 | $6.13M | Buy |
106,531
+3,881
| +4% | +$223K | 0.02% | 753 |
|
|
2021
Q1 | $5.82M | Buy |
102,650
+3,862
| +4% | +$219K | 0.02% | 711 |
|
|
2020
Q4 | $4.48M | Buy |
98,788
+12,580
| +15% | +$570K | 0.01% | 775 |
|
|
2020
Q3 | $2.82M | Sell |
86,208
-6,675
| -7% | -$219K | 0.01% | 926 |
|
|
2020
Q2 | $3.14M | Sell |
92,883
-12,775
| -12% | -$432K | 0.01% | 793 |
|
|
2020
Q1 | $3.05M | Buy |
105,658
+4,939
| +5% | +$143K | 0.01% | 713 |
|
|
2019
Q4 | $5.13M | Sell |
100,719
-3,766
| -4% | -$192K | 0.02% | 620 |
|
|
2019
Q3 | $4.86M | Sell |
104,485
-32,782
| -24% | -$1.53M | 0.02% | 603 |
|
|
2019
Q2 | $6.3M | Sell |
137,267
-18,217
| -12% | -$836K | 0.03% | 502 |
|
|
2019
Q1 | $6.76M | Sell |
155,484
-4,984
| -3% | -$217K | 0.03% | 471 |
|
|
2018
Q4 | $6.39M | Sell |
160,468
-11,894
| -7% | -$474K | 0.03% | 434 |
|
|
2018
Q3 | $8.45M | Buy |
172,362
+2,559
| +2% | +$125K | 0.04% | 382 |
|
|
2018
Q2 | $8.35M | Sell |
169,803
-678
| -0.4% | -$33.3K | 0.04% | 356 |
|
|
2018
Q1 | $8.59M | Buy |
170,481
+9,886
| +6% | +$498K | 0.05% | 327 |
|
|
2017
Q4 | $7.92M | Buy |
160,595
+56,036
| +54% | +$2.76M | 0.04% | 351 |
|
|
2017
Q3 | $4.94M | Buy |
104,559
+363
| +0.3% | +$17.1K | 0.03% | 446 |
|
|
2017
Q2 | $4.75M | Buy |
104,196
+7,706
| +8% | +$351K | 0.03% | 457 |
|
|
2017
Q1 | $4.32M | Buy |
96,490
+21,444
| +29% | +$961K | 0.03% | 470 |
|
|
2016
Q4 | $3.41M | Buy |
75,046
+38,596
| +106% | +$1.75M | 0.03% | 504 |
|
|
2016
Q3 | $1.28M | Buy |
36,450
+108
| +0.3% | +$3.8K | 0.01% | 880 |
|
|
2016
Q2 | $1.18M | Sell |
36,342
-325
| -0.9% | -$10.5K | 0.01% | 900 |
|
|
2016
Q1 | $1.17M | Sell |
36,667
-46
| -0.1% | -$1.46K | 0.01% | 882 |
|
|
2015
Q4 | $1.28M | Buy |
36,713
+5,559
| +18% | +$194K | 0.01% | 800 |
|
|
2015
Q3 | $1.05M | Buy |
31,154
+1,966
| +7% | +$66.3K | 0.01% | 866 |
|
|
2015
Q2 | $1.07M | Sell |
29,188
-293
| -1% | -$10.7K | 0.01% | 919 |
|
|
2015
Q1 | $1.03M | Buy |
29,481
+779
| +3% | +$27.2K | 0.01% | 936 |
|
|
2014
Q4 | $1M | Buy |
28,702
+16,771
| +141% | +$586K | 0.01% | 891 |
|
|
2014
Q3 | $395K | Sell |
11,931
-813
| -6% | -$26.9K | ﹤0.01% | 1389 |
|
|
2014
Q2 | $442K | Sell |
12,744
-707
| -5% | -$24.5K | 0.01% | 1314 |
|
|
2014
Q1 | $470K | Buy |
13,451
+2,758
| +26% | +$96.4K | 0.01% | 1210 |
|
|
2013
Q4 | $353K | Sell |
10,693
-55,469
| -84% | -$1.83M | 0.01% | 1338 |
|
|
2013
Q3 | $1.97M | Buy |
+66,162
| New | +$1.97M | 0.03% | 450 |
|