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Sandy Spring Bank’s iShares US Regional Banks ETF IAT Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-708
Closed -$33.7K – 1258
2024
Q3 		$33.7K Hold
708
– – ﹤0.01% 666
2024
Q2 		$29.4K Hold
708
– – ﹤0.01% 685
2024
Q1 		$30.7K Hold
708
– – ﹤0.01% 676
2023
Q4 		$29.6K Hold
708
– – ﹤0.01% 656
2023
Q3 		$23.8K Sell
708
-105
-13% -$3.78K ﹤0.01% 678
2023
Q2 		$27.5K Buy
813
+74
+10% +$2.49K ﹤0.01% 657
2023
Q1 		$26.4K Buy
+739
New +$34.5K ﹤0.01% 656
2018
Q1 		– Sell
-750
Closed -$37K – 849
2017
Q4 		$37K Buy
+750
New +$36K ﹤0.01% 491

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sandy Spring Bank's IAT Position: Q4 2024 in Review

Sandy Spring Bank sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 708 shares — an estimated $33.7K sold.

Sandy Spring Bank first reported a position in IAT in Q4 2017 and held it in 8 quarters. The position peaked at $37K in Q4 2017. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Sandy Spring Bank reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 708 iShares US Regional Banks ETF shares in Q4 2024, an estimated $33.7K.
  • Sandy Spring Bank first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 8 quarters.
  • Sandy Spring Bank's iShares US Regional Banks ETF position peaked at $37K in Q4 2017.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.