Purchases and Sales Made in Q1 2025 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 2025. 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 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$317 - $367
|
3.19K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.17% |
$253 - $294
|
2.36K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.35% |
$190 - $220
|
859
$56.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$63.4 - $73.4
|
4.18K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1+ 0.03% |
$63.4 - $73.4
|
3.65K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.46% |
$63.4 - $73.4
|
218
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 0.07% |
$190 - $220
|
4.46K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10- 0.22% |
$634 - $734
|
4.61K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-12- 2.52% |
$760 - $881
|
464
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26- 12.75% |
$1.65K - $1.91K
|
178
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-55- 52.38% |
$3.49K - $4.04K
|
50
$3.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-57- 0.89% |
$3.61K - $4.18K
|
6.36K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-63- 13.04% |
$3.99K - $4.62K
|
420
$27.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-82- 3.23% |
$5.2K - $6.02K
|
2.46K
$162K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-141- 0.92% |
$8.94K - $10.3K
|
15.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-156- 33.91% |
$9.89K - $11.4K
|
304
$20.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-200- 1.59% |
$12.7K - $14.7K
|
12.3K
$816K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-224- 2.26% |
$14.2K - $16.4K
|
9.68K
$640K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-251- 13.72% |
$15.9K - $18.4K
|
1.58K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-300- 1.44% |
$19K - $22K
|
20.6K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-303- 2.67% |
$19.2K - $22.2K
|
11.1K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-344- 5.5% |
$21.8K - $25.2K
|
5.91K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-360- 2.24% |
$22.8K - $26.4K
|
15.7K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-400- 4.52% |
$25.3K - $29.4K
|
8.45K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-425- 1.63% |
$26.9K - $31.2K
|
25.6K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-492- 19.05% |
$31.2K - $36.1K
|
2.09K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-500- 6.51% |
$31.7K - $36.7K
|
7.18K
$475K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-520- 6.48% |
$33K - $38.2K
|
7.51K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-543- 4.16% |
$34.4K - $39.9K
|
12.5K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-579- 21.7% |
$36.7K - $42.5K
|
2.09K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-798- 10.44% |
$50.6K - $58.6K
|
6.84K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-800- 10.2% |
$50.7K - $58.7K
|
7.04K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-840- 2.07% |
$53.2K - $61.6K
|
39.8K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.11K- 4.77% |
$70.3K - $81.4K
|
22.1K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.14K- 2.21% |
$72.2K - $83.6K
|
50.4K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.2K- 17.65% |
$76K - $88.1K
|
5.6K
$370K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.22K- 25.8% |
$77.3K - $89.5K
|
3.51K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.29K- 70.91% |
$81.6K - $94.5K
|
528
$34.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.92K- 22.63% |
$122K - $141K
|
6.58K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.48K- 39.37% |
$157K - $182K
|
3.82K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.68K- 30.44% |
$170K - $197K
|
6.13K
$405K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.74K- 66.67% |
$237K - $274K
|
1.87K
$123K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.28K- 13.13% |
$271K - $314K
|
28.3K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.3K- 22.93% |
$272K - $316K
|
14.5K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.39K- 16.2% |
$278K - $322K
|
22.7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.69K- 4.76% |
$297K - $344K
|
93.8K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.88K- 20.24% |
$309K - $358K
|
19.2K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.94K- 23.4% |
$376K - $436K
|
19.4K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.38K- 48.6% |
$467K - $541K
|
7.8K
$516K
|