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 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.82KNew |
$188K - $213K
|
2.82K
$183K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.67KNew |
$178K - $201K
|
2.67K
$173K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.54KNew |
$170K - $192K
|
2.54K
$165K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.28K+ 34.88% |
$152K - $172K
|
8.82K
$573K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.25K+ 18.09% |
$150K - $170K
|
14.7K
$955K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.16K+ 8.77% |
$144K - $162K
|
26.7K
$1.74M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 653.37% |
$90.8K - $102K
|
1.57K
$102K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.12K+ 2.22% |
$74.7K - $84.4K
|
51.6K
$3.35M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
961+ 3.93% |
$64.2K - $72.5K
|
25.4K
$1.65M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
900New |
$60.1K - $67.9K
|
900
$58.5K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
856New |
$57.2K - $64.5K
|
856
$55.6K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
847+ 48.79% |
$56.6K - $63.9K
|
2.58K
$168K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
825+ 5.42% |
$55.1K - $62.2K
|
16.1K
$1.04M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
800New |
$53.4K - $60.3K
|
800
$52K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
646+ 18.24% |
$43.1K - $48.7K
|
4.19K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
540New |
$36.1K - $40.7K
|
540
$35.1K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
483New |
$32.3K - $36.4K
|
483
$31.4K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
438New |
$29.3K - $33K
|
438
$28.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
343+ 23.3% |
$22.9K - $25.9K
|
1.82K
$118K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
330+ 8.64% |
$22K - $24.9K
|
4.15K
$270K
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
314+ 0.12% |
$21K - $23.7K
|
267K
$17.4M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
314New |
$21K - $23.7K
|
314
$20.4K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
235New |
$15.7K - $17.7K
|
235
$15.3K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228+ 335.29% |
$15.2K - $17.2K
|
296
$19.2K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
212+ 85.48% |
$14.2K - $16K
|
460
$29.9K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
135+ 2.5% |
$9.02K - $10.2K
|
5.54K
$360K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
111+ 0.95% |
$7.41K - $8.37K
|
11.8K
$770K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
105New |
$7.01K - $7.92K
|
105
$6.83K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 3.34% |
$5.48K - $6.18K
|
2.54K
$165K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
80New |
$5.34K - $6.03K
|
80
$5.2K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
70New |
$4.68K - $5.28K
|
70
$4.55K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
47+ 0.38% |
$3.14K - $3.54K
|
12.3K
$802K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.6% |
$2.81K - $3.17K
|
2.67K
$173K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40New |
$2.67K - $3.02K
|
40
$2.6K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.23% |
$2.4K - $2.71K
|
15.7K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.94K - $2.19K
|
29
$1.89K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$1.07K - $1.21K
|
16
$1.04K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$935 - $1.06K
|
14
$910
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$801 - $905
|
4.87K
$317K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.23% |
$801 - $905
|
5.31K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8+ 0.03% |
$534 - $603
|
26.1K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.17% |
$468 - $528
|
4.18K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.22% |
$468 - $528
|
3.13K
$203K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.13% |
$267 - $302
|
3.19K
$207K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.13% |
$200 - $226
|
2.35K
$153K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.06% |
$200 - $226
|
5.02K
$326K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$134 - $151
|
1.85K
$120K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.46% |
$66.8 - $75.4
|
217
$14.1K
|
|
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
$4.36K
|