Edge Wealth Management LLC Ishares Tr U.S. Transportation Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 18, 2018	SELL	$170.05 - $192.95 $34,010 - $38,590	-200 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	$176.09 - $178.42 $35,218 - $35,684	200	200 $36,000

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.