Dakota Wealth Management
Position in IAT — iShares U.S. Regional Banks ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IAT | $995,178 | 18,484 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 IAT | $1,019,392 | 18,484 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 IAT | $970,964 | 18,484 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 IAT | $915,882 | 18,484 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 IAT | $861,908 | 18,484 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 IAT | $930,854 | 18,484 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 IAT | $878,729 | 18,484 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IAT | $766,346 | 18,484 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IAT | $801,835 | 18,484 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||