HighTower Advisors’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $373K | Sell |
6,931
-758
| -10% | -$43K | ﹤0.01% | 2970 |
|
|
2025
Q4 | $424K | Buy |
7,689
+701
| +10% | +$36.4K | ﹤0.01% | 2757 |
|
|
2025
Q3 | $367K | Buy |
6,988
+16
| +0.2% | +$834 | ﹤0.01% | 2871 |
|
|
2025
Q2 | $345K | Sell |
6,972
-1,599
| -19% | -$72.8K | ﹤0.01% | 2809 |
|
|
2025
Q1 | $400K | Sell |
8,571
-622
| -7% | -$31.2K | ﹤0.01% | 2643 |
|
|
2024
Q4 | $463K | Sell |
9,193
-11
| -0.1% | -$568 | ﹤0.01% | 2533 |
|
|
2024
Q3 | $438K | Sell |
9,204
-23
| -0.2% | -$1.06K | ﹤0.01% | 2497 |
|
|
2024
Q2 | $380K | Buy |
9,227
+113
| +1% | +$4.67K | ﹤0.01% | 2526 |
|
|
2024
Q1 | $395K | Sell |
9,114
-7,095
| -44% | -$291K | ﹤0.01% | 2460 |
|
|
2023
Q4 | $678K | Sell |
16,209
-1,643
| -9% | -$59K | ﹤0.01% | 2098 |
|
|
2023
Q3 | $600K | Sell |
17,852
-64,295
| -78% | -$2.31M | ﹤0.01% | 2106 |
|
|
2023
Q2 | $2.78M | Buy |
82,147
+62,693
| +322% | +$2.11M | 0.01% | 1171 |
|
|
2023
Q1 | $695K | Sell |
19,454
-6,669
| -26% | -$312K | ﹤0.01% | 1888 |
|
|
2022
Q4 | $1.25M | Sell |
26,123
-60,416
| -70% | -$2.97M | ﹤0.01% | 1551 |
|
|
2022
Q3 | $4.13M | Buy |
86,539
+16,857
| +24% | +$876K | 0.01% | 877 |
|
|
2022
Q2 | $3.44M | Buy |
69,682
+30,473
| +78% | +$1.62M | 0.01% | 985 |
|
|
2022
Q1 | $2.31M | Buy |
39,209
+786
| +2% | +$49.8K | 0.01% | 1288 |
|
|
2021
Q4 | $2.37M | Sell |
38,423
-2,574
| -6% | -$163K | 0.01% | 1265 |
|
|
2021
Q3 | $2.48M | Buy |
40,997
+10,281
| +33% | +$592K | 0.01% | 1145 |
|
|
2021
Q2 | $1.77M | Buy |
30,716
+14,982
| +95% | +$889K | 0.01% | 1294 |
|
|
2021
Q1 | $892K | Hold |
15,734
| – | – | ﹤0.01% | 1639 |
|
|
2020
Q4 | $715K | Buy |
+15,734
| New | +$635K | ﹤0.01% | 1444 |
|
|
2020
Q1 | – | Sell |
-9,602
| Closed | -$490K | – | 2356 |
|
|
2019
Q4 | $490K | Buy |
9,602
+4,076
| +74% | +$199K | ﹤0.01% | 1458 |
|
|
2019
Q3 | $258K | Sell |
5,526
-17,224
| -76% | -$784K | ﹤0.01% | 1904 |
|
|
2019
Q2 | $1.04M | Sell |
22,750
-2,147
| -9% | -$98K | 0.01% | 1174 |
|
|
2019
Q1 | $1.08M | Sell |
24,897
-1,233
| -5% | -$55.6K | 0.01% | 1103 |
|
|
2018
Q4 | $1.04M | Sell |
26,130
-15,920
| -38% | -$721K | 0.01% | 1019 |
|
|
2018
Q3 | $2.06M | Buy |
42,050
+1,425
| +4% | +$72.8K | 0.01% | 818 |
|
|
2018
Q2 | $2M | Buy |
40,625
+16,520
| +69% | +$845K | 0.02% | 849 |
|
|
2018
Q1 | $1.22M | Buy |
24,105
+3,320
| +16% | +$173K | 0.01% | 1000 |
|
|
2017
Q4 | $1.02M | Buy |
20,785
+5,265
| +34% | +$253K | 0.01% | 1100 |
|
|
2017
Q3 | $731K | Buy |
15,520
+2,732
| +21% | +$123K | 0.01% | 1249 |
|
|
2017
Q2 | $581K | Sell |
12,788
-51,448
| -80% | -$2.29M | 0.01% | 1298 |
|
|
2017
Q1 | $2.88M | Sell |
64,236
-26,513
| -29% | -$1.22M | 0.03% | 624 |
|
|
2016
Q4 | $4.1M | Buy |
90,749
+43,508
| +92% | +$1.76M | 0.04% | 449 |
|
|
2016
Q3 | $1.66M | Sell |
47,241
-1,181
| -2% | -$40.5K | 0.02% | 727 |
|
|
2016
Q2 | $1.58M | Sell |
48,422
-121
| -0.2% | -$4.03K | 0.02% | 701 |
|
|
2016
Q1 | $1.55M | Sell |
48,543
-46,266
| -49% | -$1.44M | 0.02% | 827 |
|
|
2015
Q4 | $3.32M | Sell |
94,809
-1,249
| -1% | -$44.1K | 0.04% | 443 |
|
|
2015
Q3 | $3.24M | Sell |
96,058
-62
| -0.1% | -$2.21K | 0.04% | 446 |
|
|
2015
Q2 | $3.52M | Sell |
96,120
-1,733
| -2% | -$62.1K | 0.06% | 371 |
|
|
2015
Q1 | $3.41M | Sell |
97,853
-29,272
| -23% | -$996K | 0.05% | 415 |
|
|
2014
Q4 | $4.44M | Sell |
127,125
-51,564
| -29% | -$1.74M | 0.07% | 311 |
|
|
2014
Q3 | $5.92M | Sell |
178,689
-3,494
| -2% | -$117K | 0.1% | 238 |
|
|
2014
Q2 | $6.31M | Sell |
182,183
-1,436
| -0.8% | -$48.4K | 0.11% | 203 |
|
|
2014
Q1 | $6.42M | Sell |
183,619
-55,428
| -23% | -$1.85M | 0.13% | 193 |
|
|
2013
Q4 | $7.9M | Sell |
239,047
-27,229
| -10% | -$859K | 0.16% | 147 |
|
|
2013
Q3 | $7.94M | Buy |
266,276
+28,851
| +12% | +$883K | 0.21% | 121 |
|
|
2013
Q2 | $6.95M | Buy |
+237,425
| New | +$6.56M | 0.19% | 125 |
|
Other funds holding IAT
GHA
