GT
IAT icon

Glenmede Trust’s iShares US Regional Banks ETF IAT Stock Holding History

Glenmede Trust’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
Q1 		– Sell
-84
Closed -$4K – 1316
2022
Q4 		$4K Buy
+84
New +$4.12K ﹤0.01% 1268

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Glenmede Trust's IAT Position: Q1 2023 in Review

Glenmede Trust sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 84 shares — an estimated $4K sold.

Glenmede Trust first reported a position in IAT in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Glenmede Trust reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Glenmede Trust sold 84 iShares US Regional Banks ETF shares in Q1 2023, an estimated $4K.
  • Glenmede Trust first reported a position in iShares US Regional Banks ETF in Q4 2022 and held it in 1 quarter.
  • Glenmede Trust's iShares US Regional Banks ETF position peaked at $4K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Glenmede Trust's 13F filing for Q1 2023, filed 15 May 2023.