Purchases and Sales Made in Q1 2021 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TR U.S. TRANSPORTATION.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
906New |
$193K - $235K
|
906
$60.3K
|
|
May 13, 2021
Q1 2021
|
Leisure Capital Management
|
BUY
|
- |
875New |
$186K - $227K
|
875
$58.2K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
869+ 13.59% |
$185K - $225K
|
7.26K
$483K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
835New |
$178K - $216K
|
835
$55.6K
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
808+ 288.57% |
$172K - $209K
|
1.09K
$72.4K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
796New |
$170K - $206K
|
796
$53K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
788New |
$168K - $204K
|
788
$52.4K
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
630New |
$134K - $163K
|
630
$41.9K
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500New |
$107K - $129K
|
500
$33.3K
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
401+ 1.35% |
$85.5K - $104K
|
30.1K
$2M
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
381+ 3.69% |
$81.2K - $98.6K
|
10.7K
$713K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
355+ 4.37% |
$75.7K - $91.9K
|
8.47K
$564K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
285+ 2.98% |
$60.7K - $73.8K
|
9.85K
$656K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
278New |
$59.2K - $72K
|
278
$18.5K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
230New |
$49K - $59.5K
|
230
$15.3K
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
217+ 4.98% |
$46.2K - $56.2K
|
4.58K
$305K
|
|
May 20, 2021
Q1 2021
|
Patron Partners, LLC
|
BUY
|
- |
200+ 16.5% |
$42.6K - $51.8K
|
1.41K
$94K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
185New |
$39.4K - $47.9K
|
185
$12.3K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
175+ 17.4% |
$37.3K - $45.3K
|
1.18K
$78.6K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 13.98% |
$32K - $38.8K
|
1.22K
$81.4K
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
140+ 11.97% |
$29.8K - $36.2K
|
1.31K
$87.2K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
125New |
$26.6K - $32.4K
|
125
$8.32K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
114+ 144.3% |
$24.3K - $29.5K
|
193
$12.8K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
85New |
$18.1K - $22K
|
85
$5.66K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
82+ 30.04% |
$17.5K - $21.2K
|
355
$23.6K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
81+ 4.6% |
$17.3K - $21K
|
1.84K
$123K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 4.84% |
$16K - $19.4K
|
1.62K
$108K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 4.84% |
$16K - $19.4K
|
1.62K
$108K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 288.0% |
$15.3K - $18.6K
|
97
$6.46K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 4.01% |
$14.9K - $18.1K
|
1.81K
$121K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
68+ 4.46% |
$14.5K - $17.6K
|
1.59K
$106K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
60+ 4.85% |
$12.8K - $15.5K
|
1.3K
$86.4K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
53+ 1.99% |
$11.3K - $13.7K
|
2.72K
$181K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$10.7K - $12.9K
|
50
$3.33K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50New |
$10.7K - $12.9K
|
50
$3.33K
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
43New |
$9.16K - $11.1K
|
43
$2.86K
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
40+ 0.41% |
$8.52K - $10.4K
|
9.72K
$647K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
40New |
$8.52K - $10.4K
|
40
$2.66K
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
40New |
$8.52K - $10.4K
|
40
$2.66K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
37+ 1.44% |
$7.89K - $9.58K
|
2.6K
$173K
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
31+ 0.32% |
$6.61K - $8.03K
|
9.72K
$647K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
26+ 1.51% |
$5.54K - $6.73K
|
1.75K
$116K
|
|
May 10, 2021
Q1 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
22+ 2.28% |
$4.69K - $5.7K
|
985
$65.6K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
21+ 33.87% |
$4.48K - $5.44K
|
83
$5.52K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21+ 56.76% |
$4.48K - $5.44K
|
58
$3.86K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
19+ 27.14% |
$4.05K - $4.92K
|
89
$5.92K
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18New |
$3.84K - $4.66K
|
18
$1.2K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 1.95% |
$3.41K - $4.14K
|
836
$55.6K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 4.26% |
$2.56K - $3.11K
|
294
$19.6K
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
BUY
|
- |
8+ 0.3% |
$1.7K - $2.07K
|
2.65K
$177K
|