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 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
5New |
$1.07K - $1.29K
|
5
$336
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.96% |
$213 - $259
|
52
$3.49K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$213 - $259
|
603
$40.5K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.4% |
$213 - $259
|
251
$16.8K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 2.63% |
$213 - $259
|
37
$2.48K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.35% |
$639 - $777
|
220
$14.8K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4Closed |
$852 - $1.04K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5Closed |
$1.07K - $1.29K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-21- 25.3% |
$4.48K - $5.44K
|
62
$4.16K
|
|
Apr 23, 2021
Q1 2021
|
Patten & Patten Inc
|
SELL
|
- |
-25- 1.49% |
$5.33K - $6.47K
|
1.65K
$111K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 25.25% |
$5.33K - $6.47K
|
74
$4.97K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-29Closed |
$6.18K - $7.51K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35- 0.93% |
$7.46K - $9.06K
|
3.73K
$250K
|
|
May 04, 2021
Q1 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 1.85% |
$8.52K - $10.4K
|
2.12K
$142K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-47- 1.53% |
$10K - $12.2K
|
3.02K
$203K
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-48- 12.7% |
$10.2K - $12.4K
|
330
$22.1K
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-50- 3.09% |
$10.7K - $12.9K
|
1.57K
$105K
|
|
May 10, 2021
Q1 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-68- 3.99% |
$14.5K - $17.6K
|
1.64K
$110K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-75- 7.0% |
$16K - $19.4K
|
996
$66.8K
|
|
May 17, 2021
Q1 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-80Closed |
$17K - $20.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-81- 5.01% |
$17.3K - $21K
|
1.54K
$103K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-95- 3.78% |
$20.2K - $24.6K
|
2.42K
$162K
|
|
May 10, 2021
Q1 2021
|
Florin Court Capital LLP
|
SELL
|
- |
-100- 2.44% |
$21.3K - $25.9K
|
4K
$268K
|
|
May 07, 2021
Q1 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-107- 0.26% |
$22.8K - $27.7K
|
41.7K
$2.8M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-119- 4.8% |
$25.4K - $30.8K
|
2.36K
$158K
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-123- 2.78% |
$26.2K - $31.8K
|
4.3K
$289K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 19.62% |
$26.4K - $32.1K
|
508
$34.1K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-125Closed |
$26.6K - $32.4K
|
0
$0
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-149- 1.2% |
$31.8K - $38.6K
|
12.3K
$823K
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 72.82% |
$32K - $38.8K
|
56
$3.76K
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-162- 8.07% |
$34.5K - $41.9K
|
1.85K
$124K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-164- 6.89% |
$35K - $42.5K
|
2.22K
$149K
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-170- 3.54% |
$36.2K - $44K
|
4.63K
$311K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-185Closed |
$39.4K - $47.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-231- 9.06% |
$49.2K - $59.8K
|
2.32K
$156K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-235- 12.21% |
$50.1K - $60.8K
|
1.69K
$113K
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-258- 20.99% |
$55K - $66.8K
|
971
$65.2K
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-273- 0.7% |
$58.2K - $70.7K
|
38.9K
$2.61M
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-287- 13.59% |
$61.2K - $74.3K
|
1.83K
$122K
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-290- 7.85% |
$61.8K - $75.1K
|
3.41K
$229K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-319- 6.34% |
$68K - $82.6K
|
4.72K
$316K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-445- 5.32% |
$94.8K - $115K
|
7.92K
$532K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-495- 83.19% |
$105K - $128K
|
100
$6.71K
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-523- 12.68% |
$111K - $135K
|
3.6K
$242K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-525- 29.83% |
$112K - $136K
|
1.24K
$82.9K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-619- 27.2% |
$132K - $160K
|
1.66K
$111K
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-709- 39.81% |
$151K - $184K
|
1.07K
$71.9K
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-907- 11.61% |
$193K - $235K
|
6.91K
$463K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-920- 10.9% |
$196K - $238K
|
7.52K
$505K
|