Family Firm Inc. lifted its stake in shares of iShares U.S. Regional Banks ETF (NYSEARCA:IAT – Free Report) by 11.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 33,536 shares of the company’s stock after acquiring an additional 3,381 shares during the quarter. Family Firm Inc. owned approximately 0.28% of iShares U.S. Regional Banks ETF worth $1,662,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Allworth Financial LP grew its stake in iShares U.S. Regional Banks ETF by 559.6% in the second quarter. Allworth Financial LP now owns 1,095 shares of the company’s stock worth $54,000 after purchasing an additional 929 shares in the last quarter. MAI Capital Management lifted its holdings in shares of iShares U.S. Regional Banks ETF by 21.6% in the 1st quarter. MAI Capital Management now owns 1,216 shares of the company’s stock worth $57,000 after buying an additional 216 shares during the period. Ameritas Advisory Services LLC bought a new position in shares of iShares U.S. Regional Banks ETF during the 2nd quarter worth $66,000. Farther Finance Advisors LLC grew its position in shares of iShares U.S. Regional Banks ETF by 75.9% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,530 shares of the company’s stock worth $76,000 after buying an additional 660 shares in the last quarter. Finally, Blair William & Co. IL increased its stake in shares of iShares U.S. Regional Banks ETF by 22.7% during the second quarter. Blair William & Co. IL now owns 1,567 shares of the company’s stock valued at $78,000 after buying an additional 290 shares during the period.
iShares U.S. Regional Banks ETF Price Performance
IAT stock opened at $50.21 on Friday. iShares U.S. Regional Banks ETF has a 1-year low of $38.30 and a 1-year high of $57.69. The business has a 50-day moving average price of $51.29 and a 200 day moving average price of $50.04. The company has a market capitalization of $559.84 million, a P/E ratio of 12.39 and a beta of 0.96.
iShares U.S. Regional Banks ETF Profile
The iShares U.S. Regional Banks ETF (IAT) is an exchange-traded fund that is based on the DJ US Select \u002F Regional Banks index. The fund tracks the performance of an index of small- and mid-cap regional banks. IAT was launched on May 1, 2006 and is managed by BlackRock.
Further Reading
- Five stocks we like better than iShares U.S. Regional Banks ETF
- EV Stocks and How to Profit from Them
- dLocal Falls Despite Blowout Q3 Results—What Investors Are Missing
- How to Calculate Retirement Income: MarketBeat’s Calculator
- Ondas Holdings Signals a Rebound as Drone Demand Soars
- Buy P&G Now, Before It Sets A New All-Time High
- Disney’s 2026 Outlook Brightens Under Iger’s Magic Touch
Want to see what other hedge funds are holding IAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Regional Banks ETF (NYSEARCA:IAT – Free Report).
Receive News & Ratings for iShares U.S. Regional Banks ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Regional Banks ETF and related companies with MarketBeat.com's FREE daily email newsletter.
