Purchases and Sales Made in Q2 2025 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
51.5KNew |
$2.84M - $3.53M
|
51.5K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
8.91KNew |
$492K - $611K
|
8.91K
$614K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6.72K+ 11196.67% |
$371K - $460K
|
6.78K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.96KNew |
$274K - $340K
|
4.96K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.91K+ 27.03% |
$216K - $268K
|
18.4K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.12KNew |
$172K - $214K
|
3.12K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.53K+ 11.43% |
$140K - $173K
|
24.7K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
712New |
$39.3K - $48.8K
|
712
$49K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$27.6K - $34.3K
|
500
$34.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
377+ 8.91% |
$20.8K - $25.8K
|
4.61K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
307+ 614.0% |
$17K - $21K
|
357
$24.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
235+ 1.5% |
$13K - $16.1K
|
15.9K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
216New |
$11.9K - $14.8K
|
216
$14.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
174New |
$9.61K - $11.9K
|
174
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
103+ 4.37% |
$5.69K - $7.06K
|
2.46K
$169K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38+ 0.24% |
$2.1K - $2.6K
|
15.8K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9+ 0.29% |
$497 - $617
|
3.15K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.09% |
$276 - $343
|
5.4K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$276 - $343
|
3.2K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.23% |
$110 - $137
|
861
$59.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.04% |
$110 - $137
|
5.12K
$353K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.08% |
$55.2 - $68.5
|
94
$6.47K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 1.43% |
$55.2 - $68.5
|
71
$4.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.01% |
$55.2 - $68.5
|
13.6K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 68.97% |
$1.1K - $1.37K
|
9
$620
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 0.86% |
$1.49K - $1.85K
|
3.12K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-42- 1.0% |
$2.32K - $2.88K
|
4.15K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-43- 9.27% |
$2.37K - $2.95K
|
421
$29K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-52- 1.08% |
$2.87K - $3.56K
|
4.78K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 6.74% |
$4.2K - $5.21K
|
1.05K
$72.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-135- 2.44% |
$7.45K - $9.25K
|
5.4K
$372K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-156- 16.2% |
$8.61K - $10.7K
|
807
$55.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-186- 0.47% |
$10.3K - $12.7K
|
39.6K
$2.73M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-200- 4.88% |
$11K - $13.7K
|
3.9K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-239- 2.45% |
$13.2K - $16.4K
|
9.51K
$655K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-367- 7.59% |
$20.3K - $25.2K
|
4.47K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-420- 5.59% |
$23.2K - $28.8K
|
7.09K
$488K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-594- 7.63% |
$32.8K - $40.7K
|
7.19K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-834- 7.54% |
$46.1K - $57.2K
|
10.2K
$704K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-847- 40.51% |
$46.8K - $58.1K
|
1.24K
$85.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-875- 22.93% |
$48.3K - $60K
|
2.94K
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.73K- 13.83% |
$95.5K - $119K
|
10.8K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 16.02% |
$121K - $150K
|
11.4K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.43K- 59.57% |
$245K - $304K
|
3.01K
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.71K- 8.22% |
$426K - $529K
|
86.1K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20.9K- 58.3% |
$1.15M - $1.43M
|
14.9K
$1.03M
|