LPL Financial’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 | $10.3M | Sell |
208,230
-5,310
| -2% | -$263K | ﹤0.01% | 1685 |
|
|
2025
Q1 | $9.96M | Buy |
213,540
+4,662
| +2% | +$217K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $10.5M | Buy |
208,878
+14,928
| +8% | +$752K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $9.22M | Buy |
193,950
+6,365
| +3% | +$303K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $7.78M | Sell |
187,585
-56,471
| -23% | -$2.34M | ﹤0.01% | 1520 |
|
|
2024
Q1 | $10.6M | Sell |
244,056
-11,003
| -4% | -$477K | 0.01% | 1292 |
|
|
2023
Q4 | $10.7M | Buy |
255,059
+35,418
| +16% | +$1.48M | 0.01% | 1208 |
|
|
2023
Q3 | $7.38M | Sell |
219,641
-102,396
| -32% | -$3.44M | 0.01% | 1345 |
|
|
2023
Q2 | $10.9M | Buy |
322,037
+114,439
| +55% | +$3.87M | 0.01% | 1084 |
|
|
2023
Q1 | $7.43M | Buy |
207,598
+46,617
| +29% | +$1.67M | 0.01% | 1261 |
|
|
2022
Q4 | $7.67M | Buy |
160,981
+1,390
| +0.9% | +$66.2K | 0.01% | 1194 |
|
|
2022
Q3 | $7.62M | Sell |
159,591
-1,585
| -1% | -$75.7K | 0.01% | 1095 |
|
|
2022
Q2 | $7.94M | Sell |
161,176
-7,036
| -4% | -$347K | 0.01% | 1088 |
|
|
2022
Q1 | $9.91M | Buy |
168,212
+64,456
| +62% | +$3.8M | 0.01% | 1002 |
|
|
2021
Q4 | $6.41M | Buy |
103,756
+19,374
| +23% | +$1.2M | 0.01% | 1293 |
|
|
2021
Q3 | $5.11M | Sell |
84,382
-528
| -0.6% | -$32K | ﹤0.01% | 1371 |
|
|
2021
Q2 | $4.89M | Sell |
84,910
-2,274
| -3% | -$131K | ﹤0.01% | 1356 |
|
|
2021
Q1 | $4.94M | Buy |
87,184
+6,834
| +9% | +$387K | 0.01% | 1232 |
|
|
2020
Q4 | $3.64M | Sell |
80,350
-6,455
| -7% | -$293K | ﹤0.01% | 1289 |
|
|
2020
Q3 | $2.84M | Sell |
86,805
-10,859
| -11% | -$356K | ﹤0.01% | 1270 |
|
|
2020
Q2 | $3.3M | Buy |
97,664
+8,636
| +10% | +$292K | 0.01% | 1076 |
|
|
2020
Q1 | $2.57M | Sell |
89,028
-8,921
| -9% | -$258K | 0.01% | 1043 |
|
|
2019
Q4 | $4.99M | Buy |
97,949
+62
| +0.1% | +$3.16K | 0.01% | 837 |
|
|
2019
Q3 | $4.56M | Sell |
97,887
-20,137
| -17% | -$938K | 0.01% | 827 |
|
|
2019
Q2 | $5.42M | Sell |
118,024
-24,673
| -17% | -$1.13M | 0.01% | 754 |
|
|
2019
Q1 | $6.2M | Sell |
142,697
-3,668
| -3% | -$159K | 0.01% | 671 |
|
|
2018
Q4 | $5.83M | Sell |
146,365
-25,800
| -15% | -$1.03M | 0.02% | 626 |
|
|
2018
Q3 | $8.44M | Sell |
172,165
-13,857
| -7% | -$679K | 0.02% | 552 |
|
|
2018
Q2 | $9.15M | Sell |
186,022
-1,237
| -0.7% | -$60.8K | 0.02% | 488 |
|
|
2018
Q1 | $9.43M | Buy |
187,259
+63,229
| +51% | +$3.18M | 0.03% | 468 |
|
|
2017
Q4 | $6.11M | Sell |
124,030
-1,093
| -0.9% | -$53.9K | 0.02% | 579 |
|
|
2017
Q3 | $5.91M | Sell |
125,123
-19,778
| -14% | -$934K | 0.02% | 542 |
|
|
2017
Q2 | $6.6M | Sell |
144,901
-5,488
| -4% | -$250K | 0.03% | 466 |
|
|
2017
Q1 | $6.71M | Buy |
150,389
+30,921
| +26% | +$1.38M | 0.05% | 341 |
|
|
2016
Q4 | $5.43M | Buy |
119,468
+72,100
| +152% | +$3.28M | 0.04% | 381 |
|
|
2016
Q3 | $1.67M | Sell |
47,368
-3,270
| -6% | -$115K | 0.02% | 855 |
|
|
2016
Q2 | $1.59M | Sell |
50,638
-152,682
| -75% | -$4.79M | 0.01% | 884 |
|
|
2016
Q1 | $6.35M | Buy |
203,320
+90,839
| +81% | +$2.84M | 0.02% | 608 |
|
|
2015
Q4 | $3.83M | Buy |
112,481
+62,331
| +124% | +$2.12M | 0.01% | 831 |
|
|
2015
Q3 | $1.71M | Buy |
50,150
+1,049
| +2% | +$35.8K | 0.01% | 917 |
|
|
2015
Q2 | $1.8M | Buy |
49,101
+8,926
| +22% | +$327K | 0.01% | 971 |
|
|
2015
Q1 | $1.4M | Sell |
40,175
-8,644
| -18% | -$300K | 0.01% | 1120 |
|
|
2014
Q4 | $1.71M | Sell |
48,819
-3,695
| -7% | -$129K | 0.01% | 984 |
|
|
2014
Q3 | $1.72M | Sell |
52,514
-1,149
| -2% | -$37.7K | 0.01% | 937 |
|
|
2014
Q2 | $1.86M | Buy |
53,663
+6,100
| +13% | +$211K | 0.01% | 929 |
|
|
2014
Q1 | $1.66M | Buy |
47,563
+6,527
| +16% | +$228K | 0.01% | 936 |
|
|
2013
Q4 | $1.36M | Buy |
41,036
+4,930
| +14% | +$163K | 0.01% | 1055 |
|
|
2013
Q3 | $1.1M | Buy |
36,106
+5,690
| +19% | +$174K | 0.01% | 1135 |
|
|
2013
Q2 | $890K | Buy |
+30,416
| New | +$890K | 0.01% | 1197 |
|