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IATIAT
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in ISHARES TR

RAYMOND JAMES FINANCIAL INC holds 158,274 shares of IAT (ISHARES TR), worth $9.8M as of 2026-Q2. The position was increased (+40.5% shares). IAT represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$9.8M

Current Shares

158,274

Total Value Change

+$3.5M

Total Shares Change

+32,100

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
158,274
+40.5%
$9.8M0.0%$62.21
37
2026-Q1
Increased
112,687
+0.6%
$6.1M0.0%$56.26
27
2025-Q4
Increased
111,981
+28.6%
$6.2M0.0%$55.67
34
2025-Q3
Decreased
87,080
-19.7%
$4.6M0.0%$52.19
0
2025-Q2
Decreased
108,499
-15.4%
$5.4M0.0%$48.51
0
2025-Q1
Increased
128,261
+1.6%
$6M0.0%$44.81
28
2024-Q4
New
126,174
-
$6.4M0.0%$48.75
38

Other major holders of IAT: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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