Purchases and Sales Made in Q1 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR U.S. TRANSPORTATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
4K+ 400.0% |
$273K - $1.13M
|
5K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.91K+ 300.61% |
$267K - $1.1M
|
5.21K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3.8K+ 300.63% |
$259K - $1.07M
|
5.06K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.79K+ 324.32% |
$259K - $1.07M
|
4.96K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.72K+ 300.0% |
$254K - $1.05M
|
4.96K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.7KNew |
$253K - $1.04M
|
3.7K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.7KNew |
$253K - $1.04M
|
3.7K
$256K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
3.69K+ 299.92% |
$252K - $1.04M
|
4.92K
$341K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.65K+ 285.76% |
$249K - $1.03M
|
4.93K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.58KNew |
$244K - $1.01M
|
3.58K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.57K+ 197.46% |
$244K - $1.01M
|
5.38K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.53K+ 297.31% |
$241K - $996K
|
4.72K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.48K+ 213.49% |
$238K - $982K
|
5.11K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
3.47K+ 181.32% |
$236K - $977K
|
5.38K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.39K+ 1621.53% |
$231K - $955K
|
3.6K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.24K+ 290.31% |
$221K - $912K
|
4.35K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
3.21K+ 298.14% |
$219K - $905K
|
4.29K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.91K+ 300.1% |
$198K - $820K
|
3.88K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.88KNew |
$196K - $811K
|
2.88K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
2.85K+ 300.0% |
$195K - $803K
|
3.8K
$263K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.82K+ 314.4% |
$192K - $794K
|
3.71K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.79K+ 175.49% |
$190K - $785K
|
4.37K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.66KNew |
$182K - $750K
|
2.66K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.66K+ 300.0% |
$181K - $748K
|
3.54K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41KNew |
$164K - $679K
|
2.41K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.38K+ 300.5% |
$163K - $672K
|
3.18K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.37K+ 295.75% |
$161K - $667K
|
3.17K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.36K+ 300.0% |
$161K - $665K
|
3.14K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.1K+ 272.82% |
$143K - $591K
|
2.87K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 265.6% |
$131K - $540K
|
2.64K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 300.0% |
$126K - $519K
|
2.46K
$170K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 301.16% |
$124K - $510K
|
2.41K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.78K+ 16.98% |
$121K - $501K
|
12.2K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 106.57% |
$120K - $494K
|
3.39K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.73K+ 300.0% |
$118K - $486K
|
2.3K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 300.0% |
$113K - $465K
|
2.2K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.62K+ 307.59% |
$111K - $457K
|
2.15K
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.44K+ 16.81% |
$98.5K - $407K
|
10K
$694K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.4K+ 300.0% |
$95.6K - $395K
|
1.87K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.37K+ 69.5% |
$93.8K - $387K
|
3.35K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.3K+ 300.0% |
$88.9K - $367K
|
1.74K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 174.46% |
$87.6K - $362K
|
2.02K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.2K+ 300.0% |
$81.9K - $338K
|
1.6K
$111K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 301.37% |
$75.1K - $310K
|
1.47K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
763+ 271.53% |
$52.1K - $215K
|
1.04K
$72.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
749+ 280.52% |
$51.1K - $211K
|
1.02K
$70.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
729+ 300.0% |
$49.8K - $205K
|
972
$67.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
600+ 300.0% |
$41K - $169K
|
800
$55.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
534+ 300.0% |
$36.4K - $151K
|
712
$49.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
480+ 300.0% |
$32.8K - $135K
|
640
$44.3K
|