MML Investors Services’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 | – | Sell |
-198,527
| Closed | -$9.26M | – | 2838 |
|
2025
Q1 | $9.26M | Sell |
198,527
-15,002
| -7% | -$700K | 0.03% | 496 |
|
2024
Q4 | $10.8M | Buy |
+213,529
| New | +$10.8M | 0.04% | 426 |
|
2023
Q1 | – | Sell |
-5,502
| Closed | -$262K | – | 2171 |
|
2022
Q4 | $262K | Sell |
5,502
-132
| -2% | -$6.29K | ﹤0.01% | 1865 |
|
2022
Q3 | $269K | Buy |
5,634
+399
| +8% | +$19.1K | ﹤0.01% | 1750 |
|
2022
Q2 | $258K | Sell |
5,235
-167,647
| -97% | -$8.26M | ﹤0.01% | 1763 |
|
2022
Q1 | $10.2M | Sell |
172,882
-24,450
| -12% | -$1.44M | 0.07% | 275 |
|
2021
Q4 | $12.2M | Buy |
197,332
+24,416
| +14% | +$1.51M | 0.09% | 239 |
|
2021
Q3 | $10.5M | Buy |
172,916
+16,112
| +10% | +$976K | 0.08% | 263 |
|
2021
Q2 | $9.02M | Buy |
156,804
+21,104
| +16% | +$1.21M | 0.08% | 269 |
|
2021
Q1 | $7.69M | Buy |
+135,700
| New | +$7.69M | 0.07% | 269 |
|
2020
Q1 | – | Sell |
-5,671
| Closed | -$289K | – | 1466 |
|
2019
Q4 | $289K | Sell |
5,671
-87
| -2% | -$4.43K | ﹤0.01% | 1250 |
|
2019
Q3 | $268K | Sell |
5,758
-29,625
| -84% | -$1.38M | ﹤0.01% | 1250 |
|
2019
Q2 | $1.62M | Buy |
35,383
+475
| +1% | +$21.8K | 0.02% | 558 |
|
2019
Q1 | $1.52M | Sell |
34,908
-14,920
| -30% | -$648K | 0.02% | 553 |
|
2018
Q4 | $1.99M | Sell |
49,828
-39,313
| -44% | -$1.57M | 0.04% | 417 |
|
2018
Q3 | $4.37M | Buy |
89,141
+32,962
| +59% | +$1.62M | 0.07% | 258 |
|
2018
Q2 | $2.76M | Buy |
56,179
+14,576
| +35% | +$717K | 0.06% | 284 |
|
2018
Q1 | $2.1M | Buy |
41,603
+12,258
| +42% | +$618K | 0.04% | 339 |
|
2017
Q4 | $1.45M | Buy |
29,345
+3,820
| +15% | +$188K | 0.03% | 429 |
|
2017
Q3 | $1.21M | Buy |
25,525
+1,885
| +8% | +$89K | 0.02% | 449 |
|
2017
Q2 | $1.08M | Buy |
+23,640
| New | +$1.08M | 0.02% | 485 |
|