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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 3.34% |
$5.48K - $6.18K
|
2.54K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
80New |
$5.34K - $6.03K
|
80
$5.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
47+ 0.38% |
$3.14K - $3.54K
|
12.3K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.6% |
$2.81K - $3.17K
|
2.67K
$193K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.23% |
$2.4K - $2.71K
|
15.7K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.94K - $2.19K
|
29
$2.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$1.07K - $1.21K
|
16
$1.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.23% |
$801 - $905
|
5.31K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$801 - $905
|
4.87K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.22% |
$468 - $528
|
3.13K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.13% |
$267 - $302
|
3.19K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.06% |
$200 - $226
|
5.02K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.13% |
$200 - $226
|
2.35K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$134 - $151
|
1.85K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.46% |
$66.8 - $75.4
|
217
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1- 1.47% |
$66.8 - $75.4
|
67
$4.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-28- 0.59% |
$1.87K - $2.11K
|
4.73K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 2.9% |
$1.87K - $2.11K
|
939
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-70- 0.9% |
$4.68K - $5.28K
|
7.68K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-70- 0.49% |
$4.68K - $5.28K
|
14.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.67% |
$5.14K - $5.81K
|
11.4K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-92- 9.06% |
$6.14K - $6.94K
|
924
$66.7K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 2.38% |
$6.68K - $7.54K
|
4.1K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-102- 2.16% |
$6.81K - $7.69K
|
4.62K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-111- 3.16% |
$7.41K - $8.37K
|
3.4K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-128- 15.09% |
$8.55K - $9.65K
|
720
$52K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-182- 10.21% |
$12.2K - $13.7K
|
1.6K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-252- 85.14% |
$16.8K - $19K
|
44
$3.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-260- 3.21% |
$17.4K - $19.6K
|
7.84K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-280- 39.33% |
$18.7K - $21.1K
|
432
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-366- 3.56% |
$24.4K - $27.6K
|
9.9K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-406- 2.91% |
$27.1K - $30.6K
|
13.6K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-435- 10.34% |
$29.1K - $32.8K
|
3.77K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-636- 2.66% |
$42.5K - $48K
|
23.2K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-642- 16.93% |
$42.9K - $48.4K
|
3.15K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-696- 13.31% |
$46.5K - $52.5K
|
4.53K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-727- 15.47% |
$48.6K - $54.8K
|
3.97K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-820- 9.27% |
$54.8K - $61.8K
|
8.03K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-904- 5.56% |
$60.4K - $68.2K
|
15.4K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 5.79% |
$71.7K - $81K
|
17.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 14.23% |
$94.2K - $106K
|
8.5K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 5.69% |
$95.4K - $108K
|
23.7K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.63K- 4.76% |
$109K - $123K
|
32.6K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.07K- 13.69% |
$138K - $156K
|
13K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.92K- 1.2% |
$195K - $220K
|
240K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.01K- 14.27% |
$268K - $302K
|
24.1K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 5.29% |
$367K - $415K
|
98.5K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.73K- 46.09% |
$382K - $432K
|
6.7K
$483K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.97KClosed |
$399K - $450K
|
0
$0
|