Family Firm Inc. Decreases Stock Holdings in iShares U.S. Regional Banks ETF (NYSEARCA:IAT)

Family Firm Inc. trimmed its holdings in iShares U.S. Regional Banks ETF (NYSEARCA:IAT) by 5.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,230 shares of the company’s stock after selling 1,698 shares during the quarter. Family Firm Inc. owned about 0.20% of iShares U.S. Regional Banks ETF worth $1,472,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Global Trust Asset Management LLC purchased a new position in iShares U.S. Regional Banks ETF in the 4th quarter worth approximately $40,000. Farther Finance Advisors LLC purchased a new stake in shares of iShares U.S. Regional Banks ETF during the 3rd quarter valued at approximately $39,000. FMR LLC raised its position in shares of iShares U.S. Regional Banks ETF by 54.4% during the 3rd quarter. FMR LLC now owns 1,762 shares of the company’s stock valued at $84,000 after buying an additional 621 shares during the period. Finley Financial LLC purchased a new stake in shares of iShares U.S. Regional Banks ETF during the 4th quarter valued at approximately $158,000. Finally, Safe Harbor Fiduciary LLC purchased a new stake in shares of iShares U.S. Regional Banks ETF during the 3rd quarter valued at approximately $157,000.

iShares U.S. Regional Banks ETF Stock Performance

IAT stock opened at $46.12 on Friday. The firm has a market cap of $728.70 million, a PE ratio of 12.63 and a beta of 1.11. The firm’s 50 day moving average price is $51.09 and its 200-day moving average price is $50.71. iShares U.S. Regional Banks ETF has a one year low of $38.75 and a one year high of $57.69.

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.