Purchases and Sales Made in Q1 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
16.5K+ 394.47% |
$1.13M - $4.65M
|
20.7K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
16.2KNew |
$1.11M - $4.58M
|
16.2K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.7KNew |
$1.07M - $4.43M
|
15.7K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.03M - $4.24M
|
15K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.5K+ 305.27% |
$993K - $4.1M
|
19.3K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 386.21% |
$929K - $3.84M
|
17.1K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9K+ 26.48% |
$882K - $3.64M
|
61.7K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 284.96% |
$874K - $3.61M
|
17.3K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.8KNew |
$874K - $3.61M
|
12.8K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11.7K+ 300.92% |
$800K - $3.3M
|
15.6K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 413.96% |
$783K - $3.24M
|
14.3K
$975K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 292.85% |
$777K - $3.21M
|
15.3K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
11K+ 274.12% |
$752K - $3.1M
|
15K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.9K+ 340.66% |
$743K - $3.07M
|
14.1K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.8KNew |
$736K - $3.04M
|
10.8K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2KNew |
$697K - $2.88M
|
10.2K
$699K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.61K+ 290.57% |
$656K - $2.71M
|
12.9K
$884K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.46K+ 321.95% |
$646K - $2.67M
|
12.4K
$848K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.38K+ 296.84% |
$640K - $2.64M
|
12.5K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.84KNew |
$603K - $2.49M
|
8.84K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.06K+ 300.3% |
$550K - $2.27M
|
10.7K
$735K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.92K+ 302.17% |
$541K - $2.23M
|
10.5K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.57K+ 311.73% |
$517K - $2.13M
|
10K
$684K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.26K+ 297.3% |
$495K - $2.05M
|
9.7K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.19K+ 42.57% |
$491K - $2.03M
|
24.1K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.19KNew |
$491K - $2.03M
|
7.19K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.17K+ 224.25% |
$489K - $2.02M
|
10.4K
$709K
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6.98K+ 300.0% |
$476K - $1.97M
|
9.3K
$637K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.87K+ 265.25% |
$469K - $1.94M
|
9.46K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.7KNew |
$457K - $1.89M
|
6.7K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.62KNew |
$452K - $1.87M
|
6.62K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.49K+ 160.99% |
$443K - $1.83M
|
10.5K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.1K+ 297.56% |
$416K - $1.72M
|
8.15K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.08K+ 299.9% |
$415K - $1.71M
|
8.1K
$554K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
5.97K+ 251.2% |
$408K - $1.68M
|
8.35K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.87K+ 300.61% |
$400K - $1.65M
|
7.82K
$535K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.81K+ 299.9% |
$397K - $1.64M
|
7.75K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.43K+ 182.82% |
$370K - $1.53M
|
8.39K
$574K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.4KNew |
$369K - $1.52M
|
5.4K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.27K+ 286.67% |
$360K - $1.49M
|
7.11K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.14K+ 450.04% |
$350K - $1.45M
|
6.28K
$429K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
5.1K+ 300.0% |
$348K - $1.44M
|
6.8K
$465K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.06KNew |
$345K - $1.43M
|
5.06K
$346K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.71KNew |
$321K - $1.33M
|
4.71K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.5K+ 300.0% |
$307K - $1.27M
|
6K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.46K+ 300.0% |
$304K - $1.26M
|
5.95K
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.37KNew |
$298K - $1.23M
|
4.37K
$299K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 273.32% |
$280K - $1.15M
|
5.6K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.05K+ 300.0% |
$276K - $1.14M
|
5.4K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
4K+ 400.0% |
$273K - $1.13M
|
5K
$342K
|