Parallel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$41.5K | – | 3432 |
|
|
2024
Q2 | $41.5K | Hold |
1,000
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q1 | $43.4K | Sell |
1,000
-57
| -5% | -$2.34K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $44.2K | Hold |
1,057
| – | – | ﹤0.01% | 1482 |
|
|
2023
Q3 | $35.5K | Sell |
1,057
-222
| -17% | -$7.99K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $43.3K | Sell |
1,279
-214
| -14% | -$7.19K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $53.4K | Buy |
1,493
+493
| +49% | +$23K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $47.6K | Hold |
1,000
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q3 | $48K | Sell |
1,000
-611
| -38% | -$31.7K | ﹤0.01% | 1285 |
|
|
2022
Q2 | $79K | Buy |
1,611
+5
| +0.3% | +$266 | ﹤0.01% | 1050 |
|
|
2022
Q1 | $97K | Buy |
1,606
+2
| +0.1% | +$127 | ﹤0.01% | 999 |
|
|
2021
Q4 | $99K | Buy |
1,604
+604
| +60% | +$38.2K | ﹤0.01% | 1019 |
|
|
2021
Q3 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q2 | $58K | Hold |
1,000
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q1 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 1121 |
|
|
2020
Q4 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1241 |
|
|
2020
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q1 | $28K | Sell |
1,000
-2,928
| -75% | -$125K | ﹤0.01% | 1168 |
|
|
2019
Q4 | $200K | Buy |
3,928
+5
| +0.1% | +$244 | 0.02% | 512 |
|
|
2019
Q3 | $183K | Buy |
3,923
+203
| +5% | +$9.24K | 0.02% | 502 |
|
|
2019
Q2 | $171K | Sell |
3,720
-96
| -3% | -$4.38K | 0.02% | 486 |
|
|
2019
Q1 | $166K | Sell |
3,816
-4,347
| -53% | -$196K | 0.02% | 465 |
|
|
2018
Q4 | $325K | Sell |
8,163
-793
| -9% | -$35.9K | 0.05% | 263 |
|
|
2018
Q3 | $439K | Buy |
8,956
+502
| +6% | +$25.7K | 0.05% | 228 |
|
|
2018
Q2 | $415K | Sell |
8,454
-100
| -1% | -$5.12K | 0.06% | 210 |
|
|
2018
Q1 | $431K | Buy |
8,554
+1,501
| +21% | +$78.4K | 0.07% | 192 |
|
|
2017
Q4 | $348K | Sell |
7,053
-697
| -9% | -$33.4K | 0.06% | 225 |
|
|
2017
Q3 | $357K | Buy |
7,750
+1,700
| +28% | +$76.8K | 0.06% | 216 |
|
|
2017
Q2 | $277K | Buy |
6,050
+100
| +2% | +$4.45K | 0.05% | 262 |
|
|
2017
Q1 | $269K | Buy |
5,950
+4,750
| +396% | +$219K | 0.05% | 246 |
|
|
2016
Q4 | $54K | Buy |
+1,200
| New | +$48.6K | 0.01% | 558 |
|
Other funds holding IAT
Parallel Advisors's IAT Position: Q3 2024 in Review
Parallel Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 1,000 shares — an estimated $41.5K sold.
Parallel Advisors first reported a position in IAT in Q4 2016 and held it in 31 quarters. The position peaked at $439K in Q3 2018. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2024.
- Parallel Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
- Parallel Advisors sold 1,000 iShares US Regional Banks ETF shares in Q3 2024, an estimated $41.5K.
- Parallel Advisors first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 31 quarters.
- Parallel Advisors's iShares US Regional Banks ETF position peaked at $439K in Q3 2018.
- 158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.
Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.