LPL Financial’s Iteris, Inc. ITI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,300
| Closed | -$338K | – | 5493 |
|
|
2024
Q3 | $338K | Sell |
47,300
-34,416
| -42% | -$206K | ﹤0.01% | 4331 |
|
|
2024
Q2 | $354K | Buy |
81,716
+3,250
| +4% | +$14.7K | ﹤0.01% | 4136 |
|
|
2024
Q1 | $388K | Buy |
78,466
+6,350
| +9% | +$31.4K | ﹤0.01% | 3993 |
|
|
2023
Q4 | $375K | Sell |
72,116
-1,380
| -2% | -$6.09K | ﹤0.01% | 3905 |
|
|
2023
Q3 | $304K | Hold |
73,496
| – | – | ﹤0.01% | 3912 |
|
|
2023
Q2 | $291K | Buy |
73,496
+6,224
| +9% | +$27.8K | ﹤0.01% | 3876 |
|
|
2023
Q1 | $316K | Sell |
67,272
-35,600
| -35% | -$149K | ﹤0.01% | 3695 |
|
|
2022
Q4 | $320K | Sell |
102,872
-29,500
| -22% | -$86.3K | ﹤0.01% | 3601 |
|
|
2022
Q3 | $393K | Sell |
132,372
-33,250
| -20% | -$99.4K | ﹤0.01% | 3365 |
|
|
2022
Q2 | $479K | Sell |
165,622
-59,125
| -26% | -$164K | ﹤0.01% | 3246 |
|
|
2022
Q1 | $670K | Buy |
224,747
+58,131
| +35% | +$201K | ﹤0.01% | 2952 |
|
|
2021
Q4 | $666K | Buy |
166,616
+4,686
| +3% | +$22.7K | ﹤0.01% | 3029 |
|
|
2021
Q3 | $855K | Buy |
161,930
+9,175
| +6% | +$53.6K | ﹤0.01% | 2747 |
|
|
2021
Q2 | $1.02M | Buy |
152,755
+699
| +0.5% | +$4.71K | ﹤0.01% | 2552 |
|
|
2021
Q1 | $938K | Buy |
152,056
+56
| +0% | +$358 | ﹤0.01% | 2443 |
|
|
2020
Q4 | $859K | Sell |
152,000
-28,000
| -16% | -$134K | ﹤0.01% | 2305 |
|
|
2020
Q3 | $738K | Buy |
180,000
+4,400
| +3% | +$20.4K | ﹤0.01% | 2160 |
|
|
2020
Q2 | $835K | Buy |
175,600
+39,200
| +29% | +$164K | ﹤0.01% | 1974 |
|
|
2020
Q1 | $436K | Sell |
136,400
-8,000
| -6% | -$37.3K | ﹤0.01% | 2178 |
|
|
2019
Q4 | $721K | Sell |
144,400
-1,600
| -1% | -$8.15K | ﹤0.01% | 2080 |
|
|
2019
Q3 | $839K | Sell |
146,000
-1,300
| -0.9% | -$7.07K | ﹤0.01% | 1856 |
|
|
2019
Q2 | $762K | Buy |
147,300
+4,900
| +3% | +$23.5K | ﹤0.01% | 1933 |
|
|
2019
Q1 | $594K | Buy |
142,400
+13,400
| +10% | +$55.3K | ﹤0.01% | 2079 |
|
|
2018
Q4 | $481K | Sell |
129,000
-5,800
| -4% | -$24.9K | ﹤0.01% | 2071 |
|
|
2018
Q3 | $725K | Hold |
134,800
| – | – | ﹤0.01% | 1927 |
|
|
2018
Q2 | $652K | Buy |
+134,800
| New | +$673K | ﹤0.01% | 1965 |
|
|
2016
Q2 | – | Sell |
-14,000
| Closed | -$35K | – | 3021 |
|
|
2016
Q1 | $35K | Buy |
+14,000
| New | +$33.3K | ﹤0.01% | 3029 |
|
Other funds holding ITI
LPL Financial's ITI Position: Q4 2024 in Review
LPL Financial sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 47,300 shares — an estimated $338K sold.
LPL Financial first reported a position in ITI in Q1 2016 and held it in 27 quarters. The position peaked at $1.02M in Q2 2021. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.
- LPL Financial reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
- LPL Financial sold 47,300 Iteris, Inc. shares in Q4 2024, an estimated $338K.
- LPL Financial first reported a position in Iteris, Inc. in Q1 2016 and held it in 27 quarters.
- LPL Financial's Iteris, Inc. position peaked at $1.02M in Q2 2021.
- 1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.
Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.