Purchases and Sales Made in Q2 2021 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
58New |
$14.8K - $16.2K
|
58
$4.23K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 3.08% |
$12.8K - $13.9K
|
1.67K
$122K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50+ 100.0% |
$12.8K - $13.9K
|
100
$7.29K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 3.08% |
$12.8K - $13.9K
|
1.67K
$122K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
45+ 4.52% |
$11.5K - $12.5K
|
1.04K
$75.9K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
45+ 17.93% |
$11.5K - $12.5K
|
296
$21.6K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
43New |
$11K - $12K
|
43
$3.13K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
38New |
$9.71K - $10.6K
|
38
$2.77K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
37+ 0.1% |
$9.45K - $10.3K
|
36.4K
$2.66M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 20.0% |
$7.66K - $8.36K
|
180
$13.1K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
26New |
$6.64K - $7.25K
|
26
$1.89K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24New |
$6.13K - $6.69K
|
24
$1.75K
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21New |
$5.36K - $5.85K
|
21
$1.53K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 133.33% |
$5.11K - $5.57K
|
35
$2.55K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19New |
$4.85K - $5.3K
|
19
$1.38K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
17+ 1.07% |
$4.34K - $4.74K
|
1.61K
$117K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$2.3K - $2.51K
|
9
$656
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6+ 0.08% |
$1.53K - $1.67K
|
7.27K
$530K
|
|
Jul 22, 2021
Q2 2021
|
Wp Advisors, LLC
|
BUY
|
- |
5+ 0.41% |
$1.28K - $1.39K
|
1.23K
$89.3K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.82% |
$1.02K - $1.11K
|
224
$16.3K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 4.05% |
$766 - $836
|
77
$5.61K
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
2+ 0.05% |
$511 - $557
|
4.3K
$314K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.13% |
$255 - $279
|
797
$58.1K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$255 - $279
|
161
$11.7K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.28% |
$255 - $279
|
356
$25.9K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.92% |
$255 - $279
|
51
$3.72K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 0.17% |
$255 - $279
|
602
$43.9K
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.22% |
$1.02K - $1.11K
|
1.84K
$134K
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.51% |
$1.28K - $1.39K
|
980
$71.4K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 0.18% |
$1.79K - $1.95K
|
3.81K
$277K
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-9- 60.0% |
$2.3K - $2.51K
|
6
$437
|
|
Jul 22, 2021
Q2 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-16- 0.47% |
$4.09K - $4.46K
|
3.36K
$245K
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-19- 1.35% |
$4.85K - $5.3K
|
1.39K
$102K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22- 12.79% |
$5.62K - $6.13K
|
150
$10.9K
|
|
Aug 02, 2021
Q2 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.18% |
$6.39K - $6.97K
|
2.1K
$153K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41- 0.13% |
$10.5K - $11.4K
|
32.7K
$2.39M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42- 0.89% |
$10.7K - $11.7K
|
4.67K
$341K
|
|
Jul 29, 2021
Q2 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-46- 3.0% |
$11.8K - $12.8K
|
1.49K
$109K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 6.73% |
$13.5K - $14.8K
|
735
$53.6K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-58Closed |
$14.8K - $16.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-74- 3.14% |
$18.9K - $20.6K
|
2.28K
$166K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-76- 2.92% |
$19.4K - $21.2K
|
2.53K
$184K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-77- 3.87% |
$19.7K - $21.5K
|
1.92K
$140K
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-81- 2.25% |
$20.7K - $22.6K
|
3.52K
$257K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
SELL
|
- |
-90- 6.87% |
$23K - $25.1K
|
1.22K
$88.9K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 11.0% |
$23.5K - $25.6K
|
744
$54.2K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100Closed |
$25.5K - $27.9K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-112- 3.75% |
$28.6K - $31.2K
|
2.88K
$210K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-124- 12.84% |
$31.7K - $34.6K
|
842
$61.4K
|