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Raymond James Financial Services Advisors’s iShares US Insurance ETF IAK Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.96M Buy
38,406
+5,022
+15% +$612K 0.01% 1225
2024
Q2 		$3.77M Sell
33,384
-10,560
-24% -$1.2M 0.01% 1311
2024
Q1 		$5.16M Buy
43,944
+6,765
+18% +$736K 0.01% 1127
2023
Q4 		$3.72M Buy
37,179
+19,102
+106% +$1.84M 0.01% 1245
2023
Q3 		$1.66M Sell
18,077
-30,302
-63% -$2.75M ﹤0.01% 1606
2023
Q2 		$4.25M Buy
48,379
+8,188
+20% +$707K 0.01% 1106
2023
Q1 		$3.44M Sell
40,191
-19,303
-32% -$1.75M 0.01% 1181
2022
Q4 		$5.44M Buy
59,494
+19,113
+47% +$1.71M 0.01% 916
2022
Q3 		$3.19M Buy
40,381
+24,165
+149% +$2.01M 0.01% 1166
2022
Q2 		$1.35M Buy
+16,216
New +$1.4M ﹤0.01% 1661
2022
Q1 		– Sell
-2,561
Closed -$214K – 3389
2021
Q4 		$214K Hold
2,561
– – ﹤0.01% 2929
2021
Q3 		$200K Buy
+2,561
New +$203K ﹤0.01% 2983
2021
Q2 		– Sell
-2,981
Closed -$221K – 3345
2021
Q1 		$221K Sell
2,981
-548
-16% -$39K ﹤0.01% 2841
2020
Q4 		$238K Sell
3,529
-165
-4% -$10.3K ﹤0.01% 2596
2020
Q3 		$206K Sell
3,694
-60
-2% -$3.43K ﹤0.01% 2525
2020
Q2 		$207K Buy
+3,754
New +$197K ﹤0.01% 2471
2020
Q1 		– Sell
-5,524
Closed -$394K – 2624
2019
Q4 		$394K Buy
5,524
+231
+4% +$16.3K ﹤0.01% 2132
2019
Q3 		$381K Buy
5,293
+991
+23% +$70.4K ﹤0.01% 2079
2019
Q2 		$304K Sell
4,302
-226
-5% -$15.4K ﹤0.01% 2267
2019
Q1 		$288K Sell
4,528
-1,025
-18% -$64.1K ﹤0.01% 2268
2018
Q4 		$321K Buy
5,553
+179
+3% +$11K ﹤0.01% 1956
2018
Q3 		$356K Sell
5,374
-1,328
-20% -$86.6K ﹤0.01% 2160
2018
Q2 		$412K Buy
6,702
+580
+9% +$37.2K ﹤0.01% 2004
2018
Q1 		$395K Sell
6,122
-7,561
-55% -$501K ﹤0.01% 1860
2017
Q4 		$911K Buy
13,683
+2,216
+19% +$146K 0.01% 1360
2017
Q3 		$731K Sell
11,467
-1,780
-13% -$113K ﹤0.01% 1500
2017
Q2 		$830K Sell
13,247
-1,040
-7% -$63.5K 0.01% 1380
2017
Q1 		$866K Sell
14,287
-8,117
-36% -$491K 0.01% 1267
2016
Q4 		$1.33M Buy
22,404
+14,797
+195% +$832K 0.01% 966
2016
Q3 		$402K Buy
+7,607
New +$396K ﹤0.01% 1616

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors's IAK Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Insurance ETF (IAK) stake by 15% in Q3 2024, buying an estimated $612K and bringing the position to 38,406 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #1225.

Raymond James Financial Services Advisors first reported a position in IAK in Q3 2016 and has held it in 30 quarters since. The position peaked at $5.44M in Q4 2022. 148 funds tracked by Wall St. Rank hold IAK as of Q3 2024.

  • Raymond James Financial Services Advisors held 38,406 shares of iShares US Insurance ETF worth $4.96M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,022 iShares US Insurance ETF shares in Q3 2024, an estimated $612K.
  • iShares US Insurance ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1225 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Insurance ETF in Q3 2016 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's iShares US Insurance ETF position peaked at $5.44M in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.