Dakota Wealth Management Ishares Tr U.S. Transportation Transaction History

Dakota Wealth Management

$4.35 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$49.46 - $233.43 $7,419 - $35,014	-150 Reduced 10.62%	1,263 $269,000
Q3 2022 Nov 10, 2022	BUY	$49.14 - $249.68 $69,434 - $352,797	1,413 New	1,413 $278,000

Others Institutions Holding IYT

# of Institutions

208

Shares Held

5.65M

Call Options Held

878K

Put Options Held

234K

Morgan Stanley New York, NY

1.13M
Shares

$77.6 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$74.6 Million
0.01% of portfolio
Barclays PLC London, X0

297K
Shares

$20.3 Million
0.01% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

268K
Shares

$18.3 Million
0.05% of portfolio
First Financial Bankshares Inc Abilene, TX

267K
Shares

$18.3 Million
0.39% of portfolio

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
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