Mgo Private Wealth, LLC Ishares Tr U.S. Transportation Transaction History

Mgo Private Wealth, LLC

$159 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$213.98 - $245.14 $188,730 - $216,213	882 New	882 $200,000
Q3 2022 Nov 14, 2022	BUY	$201.84 - $249.68 $350,394 - $433,444	1,736 New	1,736 $341,000

Others Institutions Holding IYT

# of Institutions

212

Shares Held

8.57M

Call Options Held

152K

Put Options Held

124K

Jpmorgan Chase & CO New York, NY

1.1M
Shares

$73.1 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

933K
Shares

$62.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

907K
Shares

$60.4 Million
0.01% of portfolio
Migdal Insurance & Financial Holdings Ltd.

860K
Shares

$57.2 Million
0.97% of portfolio
Goldman Sachs Group Inc New York, NY

682K
Shares

$45.4 Million
0.01% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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