Marks Wealth, LLC Ishares Tr U.S. Transportation Transaction History

Marks Wealth, LLC

$227 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$207.48 - $259.6 $11.4 Million - $14.3 Million	-54,915 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$247.38 - $279.97 $4.32 Million - $4.89 Million	-17,470 Reduced 24.13%	54,915 $14.8 Million
Q4 2021 Jan 13, 2022	BUY	$247.47 - $279.33 $17.9 Million - $20.2 Million	72,385 New	72,385 $20 Million
Q3 2021 Oct 08, 2021	SELL	$243.18 - $263.44 $13.8 Million - $14.9 Million	-56,632 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$255.46 - $278.69 $465,959 - $508,330	1,824 Added 3.33%	56,632 $14.7 Million
Q1 2021 Apr 12, 2021	SELL	$213.12 - $258.91 $8.46 Million - $10.3 Million	-39,689 Reduced 42.0%	54,808 $14.1 Million
Q4 2020 Mar 23, 2021	BUY	$193.63 - $226.5 $18.3 Million - $21.4 Million	94,497 New	94,497 $20.8 Million

Others Institutions Holding IYT

# of Institutions

205

Shares Held

7.37M

Call Options Held

126K

Put Options Held

387K

Morgan Stanley New York, NY

1.11M
Shares

$74.2 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

880K
Shares

$59 Million
0.03% of portfolio
Migdal Insurance & Financial Holdings Ltd.

860K
Shares

$57.7 Million
0.94% of portfolio
Goldman Sachs Group Inc New York, NY

558K
Shares

$37.4 Million
0.01% of portfolio
Two Sigma Investments, LP New York, NY

312K
Shares

$21 Million
0.05% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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