Comprehensive Financial Planning, Inc./Pa Ishares Tr U.S. Transportation Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 316 shares of IYT stock, worth $22,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares
316
Previous 315 0.32%
Holding current value
$22,562
Previous $21.6 Million 4.94%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$66.62 - $72.7 $66 - $72
1 Added 0.32%
316 $22.6 Million
Q2 2025

Aug 08, 2025
SELL
$55.22 - $68.54 $138,823 - $172,309
-2,514 Reduced 88.87%
315 $21.6 Million
Q1 2025

May 09, 2025
BUY
$63.37 - $73.39 $570 - $660
9 Added 0.32%
2,829 $181 Million
Q4 2024

Jan 28, 2025
BUY
$66.79 - $75.4 $188,347 - $212,628
2,820 New
2,820 $191 Million

Others Institutions Holding IYT

# of Institutions
196
Shares Held
4.98M
Call Options Held
68.1K
Put Options Held
49K
View Full List

About ISHARES TR U.S. TRANSPORTATION

IYT Quotes by TradingView
  • Ticker IYT
  • Sector ETFs
  • Industry ETFs
More about IYT
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email