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Cresset Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Cresset Asset Management’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
2023
Q3 		– Sell
-15,707
Closed -$532K – 1885
2023
Q2 		$532K Buy
+15,707
New +$528K ﹤0.01% 1249

Other funds holding IAT

RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cresset Asset Management's IAT Position: Q3 2023 in Review

Cresset Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 15,707 shares — an estimated $532K sold.

Cresset Asset Management first reported a position in IAT in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

  • Cresset Asset Management reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
  • Cresset Asset Management sold 15,707 iShares US Regional Banks ETF shares in Q3 2023, an estimated $532K.
  • Cresset Asset Management first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 1 quarter.
  • Cresset Asset Management's iShares US Regional Banks ETF position peaked at $532K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.