Montecito Bank & Trust Ishares Tr U.S. Transportation Transaction History

Montecito Bank & Trust

$497 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 05, 2019	SELL	$155.39 - $205.13 $252,197 - $332,925	-1,623 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	$186.66 - $208.48 $302,949 - $338,363	1,623 New	1,623 $332,000

Others Institutions Holding IYT

# of Institutions

217

Shares Held

8.81M

Call Options Held

152K

Put Options Held

124K

Jpmorgan Chase & CO New York, NY

1.1M
Shares

$71 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

933K
Shares

$60.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

907K
Shares

$58.6 Million
0.01% of portfolio
Migdal Insurance & Financial Holdings Ltd.

860K
Shares

$55.5 Million
0.97% of portfolio
Goldman Sachs Group Inc New York, NY

682K
Shares

$44 Million
0.01% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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