Prospera Financial Services Inc Ishares Tr U.S. Transportation Transaction History

Prospera Financial Services Inc

$3.5 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$207.48 - $259.6 $825,977 - $1.03 Million	-3,981 Reduced 85.23%	690 $147,000
Q1 2022 May 04, 2022	BUY	$247.38 - $279.97 $181,329 - $205,218	733 Added 18.61%	4,671 $1.26 Million
Q4 2021 Feb 10, 2022	BUY	$247.47 - $279.33 $98,740 - $111,452	399 Added 11.27%	3,938 $1.09 Million
Q3 2021 Nov 12, 2021	BUY	$243.18 - $263.44 $246,584 - $267,128	1,014 Added 40.16%	3,539 $861,000
Q2 2021 Aug 12, 2021	SELL	$255.46 - $278.69 $19,414 - $21,180	-76 Reduced 2.92%	2,525 $657,000
Q1 2021 May 06, 2021	BUY	$213.12 - $258.91 $7,885 - $9,579	37 Added 1.44%	2,601 $671,000
Q4 2020 Feb 12, 2021	BUY	$193.63 - $226.5 $306,903 - $359,002	1,585 Added 161.9%	2,564 $565,000
Q3 2020 Nov 04, 2020	BUY	$162.03 - $205.25 $158,627 - $200,939	979 New	979 $195,000

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

$73 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

880K
Shares

$58.1 Million
0.03% of portfolio
Migdal Insurance & Financial Holdings Ltd.

860K
Shares

$56.8 Million
0.94% of portfolio
Goldman Sachs Group Inc New York, NY

558K
Shares

$36.8 Million
0.01% of portfolio
Two Sigma Investments, LP New York, NY

312K
Shares

$20.6 Million
0.05% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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