Purchases and Sales Made in Q4 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
64.1KNew |
$4.28M - $4.84M
|
64.1K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.6KNew |
$3.71M - $4.19M
|
55.6K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
52.8KNew |
$3.52M - $3.98M
|
52.8K
$3.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.1KNew |
$3.08M - $3.47M
|
46.1K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32.7KNew |
$2.18M - $2.47M
|
32.7K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
14.7KNew |
$982K - $1.11M
|
14.7K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
12.2KNew |
$817K - $923K
|
12.2K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.6K+ 79.49% |
$777K - $877K
|
26.3K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1KNew |
$672K - $759K
|
10.1K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.68K+ 52.46% |
$580K - $655K
|
25.2K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
7.87KNew |
$526K - $593K
|
7.87K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.29KNew |
$420K - $475K
|
6.29K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.27K+ 23.6% |
$419K - $473K
|
32.8K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.1KNew |
$341K - $385K
|
5.1K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.46KNew |
$298K - $337K
|
4.46K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.83KNew |
$256K - $289K
|
3.83K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.48K+ 5.38% |
$232K - $262K
|
68K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.35KNew |
$224K - $253K
|
3.35K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.82KNew |
$188K - $213K
|
2.82K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 653.37% |
$90.8K - $102K
|
1.57K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
900New |
$60.1K - $67.9K
|
900
$64K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
847+ 48.79% |
$56.6K - $63.9K
|
2.58K
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
825+ 5.42% |
$55.1K - $62.2K
|
16.1K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
800New |
$53.4K - $60.3K
|
800
$56.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
483New |
$32.3K - $36.4K
|
483
$34.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
343+ 23.3% |
$22.9K - $25.9K
|
1.82K
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
330+ 8.64% |
$22K - $24.9K
|
4.15K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
314New |
$21K - $23.7K
|
314
$22.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
235New |
$15.7K - $17.7K
|
235
$16.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228+ 335.29% |
$15.2K - $17.2K
|
296
$21K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
212+ 85.48% |
$14.2K - $16K
|
460
$32.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
135+ 2.5% |
$9.02K - $10.2K
|
5.54K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 3.34% |
$5.48K - $6.18K
|
2.54K
$180K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
80New |
$5.34K - $6.03K
|
80
$5.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
47+ 0.38% |
$3.14K - $3.54K
|
12.3K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.6% |
$2.81K - $3.17K
|
2.67K
$190K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.23% |
$2.4K - $2.71K
|
15.7K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.94K - $2.19K
|
29
$2.06K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$801 - $905
|
4.87K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.13% |
$267 - $302
|
3.19K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.06% |
$200 - $226
|
5.02K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.13% |
$200 - $226
|
2.35K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$134 - $151
|
1.85K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.46% |
$66.8 - $75.4
|
217
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-28- 0.59% |
$1.87K - $2.11K
|
4.73K
$336K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-70- 0.49% |
$4.68K - $5.28K
|
14.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.67% |
$5.14K - $5.81K
|
11.4K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-92- 9.06% |
$6.14K - $6.94K
|
924
$65.7K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 2.38% |
$6.68K - $7.54K
|
4.1K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-102- 2.16% |
$6.81K - $7.69K
|
4.62K
$329K
|