Total Wealth Planning & Management, Inc. Ishares Tr U.S. Transportation Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 6,362 shares of IYT stock, worth $438,214. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,362
Previous 6,362 -0.0%
Holding current value
$438,214
Previous $407 Million 7.04%
% of portfolio
0.35%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$63.37 - $73.39 $3,612 - $4,183
-57 Reduced 0.89%
6,362 $407 Million
Q4 2024

Feb 28, 2025
BUY
$66.79 - $75.4 $428,725 - $483,992
6,419 New
6,419 $434 Million

Others Institutions Holding IYT

# of Institutions
200
Shares Held
5.27M
Call Options Held
257K
Put Options Held
496K
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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