Purchases and Sales Made in Q2 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
89+ 0.18% |
$5.58K - $6.21K
|
48.9K
$3.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
65New |
$4.07K - $4.53K
|
65
$4.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
60New |
$3.76K - $4.18K
|
60
$3.82K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44New |
$2.76K - $3.07K
|
44
$2.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
40+ 0.26% |
$2.51K - $2.79K
|
15.7K
$997K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
38+ 35.19% |
$2.38K - $2.65K
|
146
$9.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
35+ 0.36% |
$2.19K - $2.44K
|
9.74K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20New |
$1.25K - $1.39K
|
20
$1.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$1.25K - $1.39K
|
20
$1.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.28% |
$877 - $976
|
5.08K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.17% |
$564 - $628
|
5.22K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.27% |
$439 - $488
|
2.64K
$168K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$313 - $349
|
3.18K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.2% |
$188 - $209
|
1.47K
$93.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1+ 0.03% |
$62.7 - $69.7
|
3.54K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1+ 0.03% |
$62.7 - $69.7
|
3.88K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$62.7 - $69.7
|
10.5K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$62.7 - $69.7
|
7.19K
$458K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.09% |
$62.7 - $69.7
|
93
$5.92K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.47% |
$62.7 - $69.7
|
216
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 2.44% |
$62.7 - $69.7
|
42
$2.67K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 1.23% |
$752 - $837
|
960
$61.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-64- 2.65% |
$4.01K - $4.46K
|
2.35K
$149K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-70- 0.9% |
$4.39K - $4.88K
|
7.75K
$493K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 0.4% |
$4.83K - $5.37K
|
19.2K
$1.22M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-80- 3.72% |
$5.01K - $5.58K
|
2.07K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-95- 0.74% |
$5.95K - $6.62K
|
12.8K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-96- 0.89% |
$6.02K - $6.69K
|
10.6K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-110- 3.47% |
$6.89K - $7.67K
|
3.06K
$195K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-126- 2.56% |
$7.9K - $8.79K
|
4.8K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-148- 13.86% |
$9.28K - $10.3K
|
920
$58.6K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-203- 59.53% |
$12.7K - $14.2K
|
138
$8.79K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-360- 0.58% |
$22.6K - $25.1K
|
61.4K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-413- 2.14% |
$25.9K - $28.8K
|
18.9K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-450- 5.09% |
$28.2K - $31.4K
|
8.39K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-496- 3.25% |
$31.1K - $34.6K
|
14.8K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-510- 2.98% |
$32K - $35.6K
|
16.6K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-579- 2.25% |
$36.3K - $40.4K
|
25.2K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-595- 11.64% |
$37.3K - $41.5K
|
4.52K
$288K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-610- 6.45% |
$38.2K - $42.5K
|
8.85K
$563K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-624- 1.55% |
$39.1K - $43.5K
|
39.5K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-644- 9.61% |
$40.4K - $44.9K
|
6.06K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-956- 17.78% |
$59.9K - $66.7K
|
4.42K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-990- 87.61% |
$62K - $69K
|
140
$8.91K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-991- 17.71% |
$62.1K - $69.1K
|
4.61K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.15K- 3.56% |
$71.9K - $80K
|
31.1K
$1.98M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 4.62% |
$73.8K - $82.1K
|
24.3K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 40.83% |
$92.1K - $102K
|
2.13K
$136K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.71K- 13.77% |
$107K - $119K
|
10.7K
$681K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 13.88% |
$150K - $167K
|
14.9K
$948K
|