HighTower 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 | $345K | Sell |
6,972
-1,599
| -19% | -$79.2K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $400K | Sell |
8,571
-622
| -7% | -$29K | ﹤0.01% | 2630 |
|
|
2024
Q4 | $463K | Sell |
9,193
-11
| -0.1% | -$554 | ﹤0.01% | 2520 |
|
|
2024
Q3 | $438K | Sell |
9,204
-23
| -0.2% | -$1.1K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $380K | Buy |
9,227
+113
| +1% | +$4.65K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $395K | Sell |
9,114
-7,095
| -44% | -$307K | ﹤0.01% | 2450 |
|
|
2023
Q4 | $678K | Sell |
16,209
-1,643
| -9% | -$68.7K | ﹤0.01% | 2084 |
|
|
2023
Q3 | $600K | Sell |
17,852
-64,295
| -78% | -$2.16M | ﹤0.01% | 2098 |
|
|
2023
Q2 | $2.78M | Buy |
82,147
+62,693
| +322% | +$2.12M | 0.01% | 1169 |
|
|
2023
Q1 | $695K | Sell |
19,454
-6,669
| -26% | -$238K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $1.25M | Sell |
26,123
-60,416
| -70% | -$2.88M | ﹤0.01% | 1544 |
|
|
2022
Q3 | $4.14M | Buy |
86,539
+16,857
| +24% | +$805K | 0.01% | 875 |
|
|
2022
Q2 | $3.44M | Buy |
69,682
+30,473
| +78% | +$1.5M | 0.01% | 984 |
|
|
2022
Q1 | $2.31M | Buy |
39,209
+786
| +2% | +$46.3K | 0.01% | 1287 |
|
|
2021
Q4 | $2.37M | Sell |
38,423
-2,574
| -6% | -$159K | 0.01% | 1261 |
|
|
2021
Q3 | $2.48M | Buy |
40,997
+10,281
| +33% | +$623K | 0.01% | 1145 |
|
|
2021
Q2 | $1.77M | Buy |
30,716
+14,982
| +95% | +$863K | 0.01% | 1293 |
|
|
2021
Q1 | $892K | Hold |
15,734
| – | – | ﹤0.01% | 1637 |
|
|
2020
Q4 | $715K | Buy |
+15,734
| New | +$715K | ﹤0.01% | 1433 |
|
|
2020
Q1 | – | Sell |
-9,602
| Closed | -$490K | – | 2176 |
|
|
2019
Q4 | $490K | Buy |
9,602
+4,076
| +74% | +$208K | ﹤0.01% | 1456 |
|
|
2019
Q3 | $258K | Sell |
5,526
-17,224
| -76% | -$804K | ﹤0.01% | 1898 |
|
|
2019
Q2 | $1.04M | Sell |
22,750
-2,147
| -9% | -$98.5K | 0.01% | 1174 |
|
|
2019
Q1 | $1.08M | Sell |
24,897
-1,233
| -5% | -$53.5K | 0.01% | 1102 |
|
|
2018
Q4 | $1.05M | Sell |
26,130
-15,920
| -38% | -$637K | 0.01% | 1019 |
|
|
2018
Q3 | $2.06M | Buy |
42,050
+1,425
| +4% | +$69.8K | 0.01% | 818 |
|
|
2018
Q2 | $2M | Buy |
40,625
+16,520
| +69% | +$811K | 0.02% | 849 |
|
|
2018
Q1 | $1.22M | Buy |
24,105
+3,320
| +16% | +$168K | 0.01% | 998 |
|
|
2017
Q4 | $1.02M | Buy |
20,785
+5,265
| +34% | +$259K | 0.01% | 1098 |
|
|
2017
Q3 | $731K | Buy |
15,520
+2,732
| +21% | +$129K | 0.01% | 1247 |
|
|
2017
Q2 | $581K | Sell |
12,788
-51,448
| -80% | -$2.34M | 0.01% | 1296 |
|
|
2017
Q1 | $2.88M | Sell |
64,236
-26,513
| -29% | -$1.19M | 0.03% | 624 |
|
|
2016
Q4 | $4.1M | Buy |
90,749
+43,508
| +92% | +$1.97M | 0.04% | 449 |
|
|
2016
Q3 | $1.66M | Sell |
47,241
-1,181
| -2% | -$41.5K | 0.02% | 727 |
|
|
2016
Q2 | $1.58M | Sell |
48,422
-121
| -0.2% | -$3.96K | 0.02% | 701 |
|
|
2016
Q1 | $1.55M | Sell |
48,543
-46,266
| -49% | -$1.48M | 0.01% | 776 |
|
|
2015
Q4 | $3.32M | Sell |
94,809
-1,249
| -1% | -$43.7K | 0.04% | 442 |
|
|
2015
Q3 | $3.24M | Sell |
96,058
-62
| -0.1% | -$2.09K | 0.04% | 446 |
|
|
2015
Q2 | $3.52M | Sell |
96,120
-1,733
| -2% | -$63.4K | 0.06% | 371 |
|
|
2015
Q1 | $3.41M | Sell |
97,853
-29,272
| -23% | -$1.02M | 0.05% | 415 |
|
|
2014
Q4 | $4.44M | Sell |
127,125
-51,564
| -29% | -$1.8M | 0.07% | 311 |
|
|
2014
Q3 | $5.92M | Sell |
178,689
-3,494
| -2% | -$116K | 0.1% | 238 |
|
|
2014
Q2 | $6.31M | Sell |
182,183
-1,436
| -0.8% | -$49.8K | 0.11% | 203 |
|
|
2014
Q1 | $6.42M | Sell |
183,619
-55,428
| -23% | -$1.94M | 0.13% | 193 |
|
|
2013
Q4 | $7.9M | Sell |
239,047
-27,229
| -10% | -$900K | 0.16% | 147 |
|
|
2013
Q3 | $7.94M | Buy |
266,276
+28,851
| +12% | +$860K | 0.2% | 115 |
|
|
2013
Q2 | $6.95M | Buy |
+237,425
| New | +$6.95M | 0.19% | 125 |
|