Pinnacle Financial Partners’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
Q1 | $158K | Hold |
3,147
| – | – | ﹤0.01% | 450 |
|
2024
Q4 | $150K | Hold |
3,147
| – | – | ﹤0.01% | 449 |
|
2024
Q3 | $150K | Hold |
3,147
| – | – | ﹤0.01% | 448 |
|
2024
Q2 | $137K | Hold |
3,147
| – | – | ﹤0.01% | 449 |
|
2024
Q1 | $137K | Hold |
3,147
| – | – | ﹤0.01% | 443 |
|
2023
Q4 | $132K | Hold |
3,147
| – | – | ﹤0.01% | 420 |
|
2023
Q3 | $106K | Hold |
3,147
| – | – | ﹤0.01% | 406 |
|
2023
Q2 | $107K | Hold |
3,147
| – | – | ﹤0.01% | 412 |
|
2023
Q1 | $113K | Hold |
3,147
| – | – | ﹤0.01% | 403 |
|
2022
Q4 | $150K | Buy |
3,147
+2,098
| +200% | +$99.9K | ﹤0.01% | 375 |
|
2022
Q3 | $50K | Hold |
1,049
| – | – | ﹤0.01% | 401 |
|
2022
Q2 | $52K | Sell |
1,049
-3,490
| -77% | -$173K | ﹤0.01% | 376 |
|
2022
Q1 | $268K | Sell |
4,539
-26
| -0.6% | -$1.54K | 0.01% | 331 |
|
2021
Q4 | $282K | Hold |
4,565
| – | – | 0.01% | 344 |
|
2021
Q3 | $277K | Hold |
4,565
| – | – | 0.01% | 331 |
|
2021
Q2 | $262K | Sell |
4,565
-20
| -0.4% | -$1.15K | 0.01% | 323 |
|
2021
Q1 | $248K | Sell |
4,585
-1,461
| -24% | -$79K | 0.01% | 321 |
|
2020
Q4 | $261K | Buy |
6,046
+4,997
| +476% | +$216K | 0.01% | 320 |
|
2020
Q3 | $34K | Sell |
1,049
-515
| -33% | -$16.7K | ﹤0.01% | 371 |
|
2020
Q2 | $53K | Sell |
1,564
-741
| -32% | -$25.1K | ﹤0.01% | 340 |
|
2020
Q1 | $67K | Sell |
2,305
-9,941
| -81% | -$289K | ﹤0.01% | 335 |
|
2019
Q4 | $624K | Buy |
12,246
+3,263
| +36% | +$166K | 0.04% | 245 |
|
2019
Q3 | $418K | Sell |
8,983
-110
| -1% | -$5.12K | 0.03% | 259 |
|
2019
Q2 | $417K | Sell |
9,093
-4,579
| -33% | -$210K | 0.03% | 254 |
|
2019
Q1 | $594K | Buy |
13,672
+3,430
| +33% | +$149K | 0.05% | 225 |
|
2018
Q4 | $408K | Sell |
10,242
-14,832
| -59% | -$591K | 0.04% | 237 |
|
2018
Q3 | $1.23M | Sell |
25,074
-236
| -0.9% | -$11.6K | 0.1% | 173 |
|
2018
Q2 | $1.25M | Sell |
25,310
-4,783
| -16% | -$235K | 0.12% | 162 |
|
2018
Q1 | $1.52M | Sell |
30,093
-7,564
| -20% | -$381K | 0.15% | 148 |
|
2017
Q4 | $1.86M | Sell |
37,657
-4,893
| -11% | -$241K | 0.2% | 134 |
|
2017
Q3 | $2.01M | Sell |
42,550
-6,334
| -13% | -$299K | 0.26% | 109 |
|
2017
Q2 | $2.23M | Sell |
48,884
-1,419
| -3% | -$64.6K | 0.32% | 99 |
|
2017
Q1 | $2.25M | Buy |
50,303
+2,457
| +5% | +$110K | 0.44% | 77 |
|
2016
Q4 | $2.17M | Buy |
47,846
+275
| +0.6% | +$12.5K | 0.47% | 73 |
|
2016
Q3 | $1.63M | Buy |
47,571
+244
| +0.5% | +$8.38K | 0.37% | 83 |
|
2016
Q2 | $1.57M | Buy |
47,327
+3,557
| +8% | +$118K | 0.36% | 85 |
|
2016
Q1 | $1.39M | Buy |
43,770
+16,154
| +58% | +$513K | 0.36% | 84 |
|
2015
Q4 | $966K | Sell |
27,616
-10,836
| -28% | -$379K | 0.3% | 94 |
|
2015
Q3 | $1.3M | Buy |
38,452
+2,008
| +6% | +$67.7K | 0.41% | 74 |
|
2015
Q2 | $1.33M | Buy |
36,444
+146
| +0.4% | +$5.34K | 0.42% | 77 |
|
2015
Q1 | $1.27M | Buy |
36,298
+302
| +0.8% | +$10.5K | 0.42% | 76 |
|
2014
Q4 | $1.26M | Buy |
35,996
+1,282
| +4% | +$44.8K | 0.44% | 71 |
|
2014
Q3 | $1.15M | Buy |
34,714
+526
| +2% | +$17.4K | 0.44% | 72 |
|
2014
Q2 | $1.19M | Buy |
34,188
+3,497
| +11% | +$121K | 0.47% | 69 |
|
2014
Q1 | $1.07M | Buy |
30,691
+332
| +1% | +$11.6K | 0.48% | 67 |
|
2013
Q4 | $1M | Sell |
30,359
-6,963
| -19% | -$230K | 0.46% | 71 |
|
2013
Q3 | $1.11M | Sell |
37,322
-53
| -0.1% | -$1.58K | 0.55% | 64 |
|
2013
Q2 | $1.09M | Buy |
+37,375
| New | +$1.09M | 0.57% | 63 |
|