Purchases and Sales Made in Q1 2025 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 2025. 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 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
101KNew |
$6.39M - $7.4M
|
101K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.01K+ 9.18% |
$191K - $221K
|
35.8K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.35K+ 33.26% |
$85.3K - $98.8K
|
5.39K
$322K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
596+ 8.29% |
$37.8K - $43.7K
|
7.79K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
60New |
$3.8K - $4.4K
|
60
$3.58K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.31% |
$3.04K - $3.52K
|
15.8K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36+ 0.27% |
$2.28K - $2.64K
|
13.6K
$810K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-360- 2.24% |
$22.8K - $26.4K
|
15.7K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-520- 6.48% |
$33K - $38.2K
|
7.51K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-543- 4.16% |
$34.4K - $39.9K
|
12.5K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.11K- 4.77% |
$70.3K - $81.4K
|
22.1K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21.1K- 80.21% |
$1.34M - $1.55M
|
5.2K
$310K
|