Institute For Wealth Management, Llc. Ishares Tr U.S. Transportation Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,657 shares of IYT stock, worth $703,705. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,657
Previous 9,737 0.82%
Holding current value
$703,705
Previous $637,000 4.4%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$61.35 - $68.92 $4,908 - $5,513
-80 Reduced 0.82%
9,657 $665,000
Q2 2024

Jul 25, 2024
BUY
$62.67 - $69.73 $2,193 - $2,440
35 Added 0.36%
9,737 $637,000
Q1 2024

Apr 30, 2024
BUY
$68.25 - $281.89 $495,495 - $2.05 Million
7,260 Added 297.3%
9,702 $683,000
Q4 2023

Jan 31, 2024
SELL
$211.21 - $265.21 $7,392 - $9,282
-35 Reduced 1.41%
2,442 $640,000
Q3 2023

Oct 13, 2023
SELL
$230.35 - $267.12 $2,303 - $2,671
-10 Reduced 0.4%
2,477 $579,000
Q2 2023

Jul 25, 2023
BUY
$213.89 - $249.82 $10,908 - $12,740
51 Added 2.09%
2,487 $621,000
Q1 2023

Apr 20, 2023
SELL
$213.98 - $245.14 $7,489 - $8,579
-35 Reduced 1.42%
2,436 $555,000
Q4 2022

Feb 02, 2023
SELL
$49.46 - $233.43 $148 - $700
-3 Reduced 0.12%
2,471 $527,000
Q3 2022

Oct 18, 2022
BUY
$49.14 - $249.68 $2,260 - $11,485
46 Added 1.89%
2,474 $486,000
Q2 2022

Jul 25, 2022
BUY
$207.48 - $259.6 $27,802 - $34,786
134 Added 5.84%
2,428 $517,000
Q1 2022

Apr 29, 2022
BUY
$247.38 - $279.97 $27,211 - $30,796
110 Added 5.04%
2,294 $619,000
Q4 2021

Jan 21, 2022
BUY
$247.47 - $279.33 $23,509 - $26,536
95 Added 4.55%
2,184 $604,000
Q3 2021

Nov 15, 2021
BUY
$243.18 - $263.44 $8,024 - $8,693
33 Added 1.61%
2,089 $508,000
Q2 2021

Jul 21, 2021
BUY
$255.46 - $278.69 $54,923 - $59,918
215 Added 11.68%
2,056 $535,000
Q1 2021

May 04, 2021
BUY
$213.12 - $258.91 $17,262 - $20,971
81 Added 4.6%
1,841 $474,000
Q4 2020

Feb 01, 2021
BUY
$193.63 - $226.5 $90,425 - $105,775
467 Added 36.12%
1,760 $388,000
Q3 2020

Nov 03, 2020
BUY
$162.03 - $205.25 $209,504 - $265,388
1,293 New
1,293 $257,000
Q1 2020

Apr 29, 2020
SELL
$120.13 - $202.83 $133,224 - $224,938
-1,109 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$176.54 - $199.1 $157,473 - $177,597
892 Added 411.06%
1,109 $217,000
Q4 2019

Jan 27, 2020
SELL
$176.54 - $199.1 $156,590 - $176,601
-887 Reduced 80.34%
217 $217,000
Q3 2019

Oct 28, 2019
SELL
$175.35 - $195.09 $13,677 - $15,217
-78 Reduced 6.6%
1,104 $206,000
Q2 2019

Aug 02, 2019
SELL
$175.59 - $199.53 $22,651 - $25,739
-129 Reduced 9.84%
1,182 $222,000
Q1 2019

May 15, 2019
BUY
$159.73 - $191.41 $209,406 - $250,938
1,311 New
1,311 $246,000

Others Institutions Holding IYT

# of Institutions
207
Shares Held
5.62M
Call Options Held
878K
Put Options Held
234K
View Full List

About ISHARES TR U.S. TRANSPORTATION

IYT Quotes by TradingView
  • Ticker IYT
  • Sector ETFs
  • Industry ETFs
More about IYT
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