LPL Financial’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 | $13.2M | Buy |
244,324
+4,873
| +2% | +$276K | ﹤0.01% | 1780 |
|
|
2025
Q4 | $13.2M | Sell |
239,451
-1,850
| -0.8% | -$96.1K | ﹤0.01% | 1703 |
|
|
2025
Q3 | $12.7M | Buy |
241,301
+33,071
| +16% | +$1.72M | ﹤0.01% | 1668 |
|
|
2025
Q2 | $10.3M | Sell |
208,230
-5,310
| -2% | -$242K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $9.96M | Buy |
213,540
+4,662
| +2% | +$234K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $10.5M | Buy |
208,878
+14,928
| +8% | +$771K | ﹤0.01% | 1505 |
|
|
2024
Q3 | $9.22M | Buy |
193,950
+6,365
| +3% | +$293K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $7.78M | Sell |
187,585
-56,471
| -23% | -$2.34M | ﹤0.01% | 1525 |
|
|
2024
Q1 | $10.6M | Sell |
244,056
-11,003
| -4% | -$451K | 0.01% | 1294 |
|
|
2023
Q4 | $10.7M | Buy |
255,059
+35,418
| +16% | +$1.27M | 0.01% | 1212 |
|
|
2023
Q3 | $7.38M | Sell |
219,641
-102,396
| -32% | -$3.68M | 0.01% | 1348 |
|
|
2023
Q2 | $10.9M | Buy |
322,037
+114,439
| +55% | +$3.85M | 0.01% | 1087 |
|
|
2023
Q1 | $7.43M | Buy |
207,598
+46,617
| +29% | +$2.18M | 0.01% | 1264 |
|
|
2022
Q4 | $7.67M | Buy |
160,981
+1,390
| +0.9% | +$68.2K | 0.01% | 1196 |
|
|
2022
Q3 | $7.62M | Sell |
159,591
-1,585
| -1% | -$82.3K | 0.01% | 1097 |
|
|
2022
Q2 | $7.94M | Sell |
161,176
-7,036
| -4% | -$375K | 0.01% | 1091 |
|
|
2022
Q1 | $9.91M | Buy |
168,212
+64,456
| +62% | +$4.08M | 0.01% | 1005 |
|
|
2021
Q4 | $6.41M | Buy |
103,756
+19,374
| +23% | +$1.22M | 0.01% | 1295 |
|
|
2021
Q3 | $5.11M | Sell |
84,382
-528
| -0.6% | -$30.4K | ﹤0.01% | 1374 |
|
|
2021
Q2 | $4.88M | Sell |
84,910
-2,274
| -3% | -$135K | ﹤0.01% | 1359 |
|
|
2021
Q1 | $4.94M | Buy |
87,184
+6,834
| +9% | +$362K | 0.01% | 1234 |
|
|
2020
Q4 | $3.64M | Sell |
80,350
-6,455
| -7% | -$260K | ﹤0.01% | 1291 |
|
|
2020
Q3 | $2.84M | Sell |
86,805
-10,859
| -11% | -$366K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $3.3M | Buy |
97,664
+8,636
| +10% | +$282K | 0.01% | 1077 |
|
|
2020
Q1 | $2.57M | Sell |
89,028
-8,921
| -9% | -$382K | 0.01% | 1044 |
|
|
2019
Q4 | $4.99M | Buy |
97,949
+62
| +0.1% | +$3.02K | 0.01% | 839 |
|
|
2019
Q3 | $4.56M | Sell |
97,887
-20,137
| -17% | -$917K | 0.01% | 829 |
|
|
2019
Q2 | $5.42M | Sell |
118,024
-24,673
| -17% | -$1.13M | 0.01% | 756 |
|
|
2019
Q1 | $6.2M | Sell |
142,697
-3,668
| -3% | -$165K | 0.01% | 672 |
|
|
2018
Q4 | $5.83M | Sell |
146,365
-25,800
| -15% | -$1.17M | 0.02% | 627 |
|
|
2018
Q3 | $8.44M | Sell |
172,165
-13,857
| -7% | -$708K | 0.02% | 553 |
|
|
2018
Q2 | $9.14M | Sell |
186,022
-1,237
| -0.7% | -$63.3K | 0.02% | 490 |
|
|
2018
Q1 | $9.43M | Buy |
187,259
+63,229
| +51% | +$3.3M | 0.03% | 469 |
|
|
2017
Q4 | $6.11M | Sell |
124,030
-1,093
| -0.9% | -$52.4K | 0.02% | 581 |
|
|
2017
Q3 | $5.91M | Sell |
125,123
-19,778
| -14% | -$894K | 0.02% | 543 |
|
|
2017
Q2 | $6.6M | Sell |
144,901
-5,488
| -4% | -$244K | 0.03% | 467 |
|
|
2017
Q1 | $6.71M | Buy |
150,389
+30,921
| +26% | +$1.43M | 0.05% | 341 |
|
|
2016
Q4 | $5.43M | Buy |
119,468
+72,100
| +152% | +$2.92M | 0.04% | 381 |
|
|
2016
Q3 | $1.67M | Sell |
47,368
-3,270
| -6% | -$112K | 0.02% | 855 |
|
|
2016
Q2 | $1.59M | Sell |
50,638
-152,682
| -75% | -$5.08M | 0.01% | 884 |
|
|
2016
Q1 | $6.35M | Buy |
203,320
+90,839
| +81% | +$2.83M | 0.02% | 608 |
|
|
2015
Q4 | $3.83M | Buy |
112,481
+62,331
| +124% | +$2.2M | 0.01% | 831 |
|
|
2015
Q3 | $1.71M | Buy |
50,150
+1,049
| +2% | +$37.3K | 0.01% | 917 |
|
|
2015
Q2 | $1.8M | Buy |
49,101
+8,926
| +22% | +$320K | 0.01% | 971 |
|
|
2015
Q1 | $1.4M | Sell |
40,175
-8,644
| -18% | -$294K | 0.01% | 1120 |
|
|
2014
Q4 | $1.71M | Sell |
48,819
-3,695
| -7% | -$125K | 0.01% | 984 |
|
|
2014
Q3 | $1.72M | Sell |
52,514
-1,149
| -2% | -$38.6K | 0.01% | 937 |
|
|
2014
Q2 | $1.86M | Buy |
53,663
+6,100
| +13% | +$205K | 0.01% | 929 |
|
|
2014
Q1 | $1.66M | Buy |
47,563
+6,527
| +16% | +$218K | 0.01% | 936 |
|
|
2013
Q4 | $1.36M | Buy |
41,036
+4,930
| +14% | +$156K | 0.01% | 1055 |
|
|
2013
Q3 | $1.1M | Buy |
36,106
+5,690
| +19% | +$174K | 0.01% | 1135 |
|
|
2013
Q2 | $890K | Buy |
+30,416
| New | +$840K | 0.01% | 1197 |
|
Other funds holding IAT
GHA
