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Raymond James Financial Services Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.71M Sell
99,084
-85,704
-46% -$3.94M 0.01% 1251
2024
Q2 		$7.66M Sell
184,788
-3,058
-2% -$126K 0.01% 954
2024
Q1 		$8.15M Buy
187,846
+4,897
+3% +$201K 0.01% 904
2023
Q4 		$7.65M Sell
182,949
-54,755
-23% -$1.96M 0.01% 880
2023
Q3 		$7.99M Buy
237,704
+1,848
+0.8% +$66.5K 0.01% 799
2023
Q2 		$7.98M Buy
235,856
+171,572
+267% +$5.77M 0.01% 804
2023
Q1 		$2.3M Buy
64,284
+30,455
+90% +$1.42M ﹤0.01% 1406
2022
Q4 		$1.61M Sell
33,829
-18,070
-35% -$887K ﹤0.01% 1565
2022
Q3 		$2.48M Sell
51,899
-4,922
-9% -$256K 0.01% 1309
2022
Q2 		$2.8M Sell
56,821
-58,386
-51% -$3.11M 0.01% 1257
2022
Q1 		$6.79M Sell
115,207
-9,746
-8% -$617K 0.01% 851
2021
Q4 		$7.72M Sell
124,953
-10,433
-8% -$659K 0.01% 799
2021
Q3 		$8.2M Sell
135,386
-1,268
-0.9% -$73K 0.02% 756
2021
Q2 		$7.86M Buy
136,654
+53,992
+65% +$3.2M 0.02% 763
2021
Q1 		$4.68M Buy
82,662
+48,027
+139% +$2.54M 0.01% 935
2020
Q4 		$1.57M Buy
34,635
+2,297
+7% +$92.7K ﹤0.01% 1447
2020
Q3 		$1.06M Sell
32,338
-3,755
-10% -$127K ﹤0.01% 1520
2020
Q2 		$1.22M Buy
36,093
+5,771
+19% +$188K ﹤0.01% 1365
2020
Q1 		$877K Sell
30,322
-12,385
-29% -$530K ﹤0.01% 1274
2019
Q4 		$2.18M Sell
42,707
-9,419
-18% -$459K 0.01% 1126
2019
Q3 		$2.43M Sell
52,126
-968
-2% -$44.1K 0.01% 1008
2019
Q2 		$2.44M Sell
53,094
-17,760
-25% -$810K 0.01% 993
2019
Q1 		$3.08M Sell
70,854
-15,004
-17% -$677K 0.01% 854
2018
Q4 		$3.42M Sell
85,858
-16,038
-16% -$726K 0.02% 677
2018
Q3 		$4.99M Buy
101,896
+4,257
+4% +$218K 0.02% 654
2018
Q2 		$4.8M Sell
97,639
-100,361
-51% -$5.14M 0.02% 617
2018
Q1 		$9.97M Buy
198,000
+75,449
+62% +$3.94M 0.06% 346
2017
Q4 		$6.04M Buy
122,551
+47,029
+62% +$2.26M 0.04% 466
2017
Q3 		$3.56M Sell
75,522
-11,854
-14% -$536K 0.02% 665
2017
Q2 		$3.98M Sell
87,376
-9,253
-10% -$412K 0.03% 589
2017
Q1 		$4.33M Buy
96,629
+14,773
+18% +$682K 0.03% 530
2016
Q4 		$3.71M Buy
81,856
+58,878
+256% +$2.38M 0.03% 536
2016
Q3 		$808K Sell
22,978
-1,713
-7% -$58.7K 0.01% 1215
2016
Q2 		$801K Buy
24,691
+1,377
+6% +$45.8K 0.01% 1155
2016
Q1 		$741K Sell
23,314
-95,116
-80% -$2.97M 0.01% 1061
2015
Q4 		$4.14M Buy
+118,430
New +$4.18M 0.05% 416
2015
Q2 		– Sell
-179,585
Closed -$6.26M – 689
2015
Q1 		$6.26M Buy
179,585
+19,225
+12% +$654K 0.31% 86
2014
Q4 		$5.61M Buy
160,360
+34,074
+27% +$1.15M 0.29% 96
2014
Q3 		$4.18M Buy
+126,286
New +$4.25M 0.23% 112

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 46% in Q3 2024, selling an estimated $3.94M and leaving 99,084 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1251.

Raymond James Financial Services Advisors first reported a position in IAT in Q3 2014 and has held it in 39 quarters since. The position peaked at $9.97M in Q1 2018. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

  • Raymond James Financial Services Advisors held 99,084 shares of iShares US Regional Banks ETF worth $4.71M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 85,704 iShares US Regional Banks ETF shares in Q3 2024, an estimated $3.94M.
  • iShares US Regional Banks ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1251 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Regional Banks ETF in Q3 2014 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's iShares US Regional Banks ETF position peaked at $9.97M in Q1 2018.
  • 157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

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