Wealthpoint, LLC Ishares Tr U.S. Transportation Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 01, 2021	SELL	$243.18 - $263.44 $347,504 - $376,455	-1,429 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$255.46 - $278.69 $365,052 - $398,248	1,429 New	1,429 $371,000

Others Institutions Holding IYT

# of Institutions

207

Shares Held

5.62M

Call Options Held

878K

Put Options Held

234K

Morgan Stanley New York, NY

1.13M
Shares

$82.6 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.09M
Shares

$79.5 Million
0.01% of portfolio
Barclays PLC London, X0

297K
Shares

$21.7 Million
0.01% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

268K
Shares

$19.5 Million
0.05% of portfolio
First Financial Bankshares Inc Abilene, TX

267K
Shares

$19.5 Million
0.39% of portfolio

About ISHARES TR U.S. TRANSPORTATION

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