Raymond James Financial Services Advisors’s iShares US Insurance ETF IAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.96M | Buy |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $3.44M | Sell |
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|
2022
Q4 | $5.44M | Buy |
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|
2022
Q3 | $3.19M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $304K | Sell |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $321K | Buy |
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|
2018
Q3 | $356K | Sell |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $395K | Sell |
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|
2017
Q4 | $911K | Buy |
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|
2017
Q3 | $731K | Sell |
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|
2017
Q2 | $830K | Sell |
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|
2017
Q1 | $866K | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $402K | Buy |
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