Ishares U.S. Regional Banks Etf (IAT) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC lessened its holdings in shares of Ishares U.S. Regional Banks Etf (BMV:IAT) by 20.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,214 shares of the company’s stock after selling 5,990 shares during the period. EP Wealth Advisors LLC owned about 0.16% of Ishares U.S. Regional Banks Etf worth $1,144,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Ladenburg Thalmann Financial Services Inc. raised its stake in shares of Ishares U.S. Regional Banks Etf by 34.1% during the fourth quarter. Ladenburg Thalmann Financial Services Inc. now owns 11,325 shares of the company’s stock valued at $558,000 after acquiring an additional 2,881 shares in the last quarter. Advisor Group Inc. raised its stake in shares of Ishares U.S. Regional Banks Etf by 44.7% during the fourth quarter. Advisor Group Inc. now owns 9,227 shares of the company’s stock valued at $456,000 after acquiring an additional 2,852 shares in the last quarter. Merit Financial Group LLC bought a new stake in shares of Ishares U.S. Regional Banks Etf during the fourth quarter valued at approximately $468,000. MML Investors Services LLC raised its stake in shares of Ishares U.S. Regional Banks Etf by 15.0% during the fourth quarter. MML Investors Services LLC now owns 29,345 shares of the company’s stock valued at $1,446,000 after acquiring an additional 3,820 shares in the last quarter. Finally, Capital Analysts LLC bought a new stake in shares of Ishares U.S. Regional Banks Etf during the fourth quarter valued at approximately $100,000.

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Shares of Ishares U.S. Regional Banks Etf stock traded down $1.45 on Friday, hitting $49.50. 252 shares of the company traded hands, compared to its average volume of 374. Ishares U.S. Regional Banks Etf has a 52 week low of $722.70 and a 52 week high of $1,007.01.

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Institutional Ownership by Quarter for Ishares U.S. Regional Banks Etf (BMV:IAT)

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