Purchases and Sales Made in Q2 2023 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
50+ 200.0% |
$10.7K - $12.5K
|
75
$5.13K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
33New |
$7.06K - $8.24K
|
33
$2.26K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.98% |
$6.84K - $7.99K
|
3.28K
$225K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 1.07% |
$5.78K - $6.75K
|
2.56K
$175K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 5.19% |
$5.35K - $6.25K
|
507
$34.7K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21+ 0.85% |
$4.49K - $5.25K
|
2.48K
$170K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15New |
$3.21K - $3.75K
|
15
$1.03K
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10+ 0.28% |
$2.14K - $2.5K
|
3.59K
$245K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$1.07K - $1.25K
|
5
$342
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.46% |
$1.07K - $1.25K
|
1.09K
$74.9K
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$856 - $999
|
1.26K
$85.9K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 75.0% |
$642 - $749
|
7
$479
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2+ 0.16% |
$428 - $500
|
1.25K
$85.3K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.28% |
$214 - $250
|
363
$24.8K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 0.11% |
$2.57K - $3K
|
10.5K
$719K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-14- 7.61% |
$2.99K - $3.5K
|
170
$11.6K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19- 0.59% |
$4.06K - $4.75K
|
3.22K
$220K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-21- 2.85% |
$4.49K - $5.25K
|
716
$49K
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-22- 1.51% |
$4.71K - $5.5K
|
1.43K
$98.1K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-29- 0.83% |
$6.2K - $7.24K
|
3.48K
$238K
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-35- 23.49% |
$7.49K - $8.74K
|
114
$7.8K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-38- 54.29% |
$8.13K - $9.49K
|
32
$2.19K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-44- 22.92% |
$9.41K - $11K
|
148
$10.1K
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-46- 3.52% |
$9.84K - $11.5K
|
1.26K
$86.2K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-49- 4.23% |
$10.5K - $12.2K
|
1.11K
$75.9K
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-50- 4.42% |
$10.7K - $12.5K
|
1.08K
$73.9K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 1.75% |
$10.7K - $12.5K
|
2.81K
$192K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 3.39% |
$12.2K - $14.2K
|
1.62K
$111K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-67- 4.83% |
$14.3K - $16.7K
|
1.32K
$90.3K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-73- 2.55% |
$15.6K - $18.2K
|
2.79K
$191K
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-81- 3.84% |
$17.3K - $20.2K
|
2.03K
$139K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-85- 0.7% |
$18.2K - $21.2K
|
12K
$824K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-90- 6.76% |
$19.3K - $22.5K
|
1.24K
$84.9K
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-100- 9.52% |
$21.4K - $25K
|
950
$65K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-109- 10.23% |
$23.3K - $27.2K
|
956
$65.4K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-118- 71.08% |
$25.2K - $29.5K
|
48
$3.28K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-130- 10.28% |
$27.8K - $32.5K
|
1.13K
$77.6K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-165- 9.01% |
$35.3K - $41.2K
|
1.67K
$114K
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-206- 0.99% |
$44.1K - $51.5K
|
20.6K
$1.41M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-218- 12.73% |
$46.6K - $54.5K
|
1.5K
$102K
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-219- 15.1% |
$46.8K - $54.7K
|
1.23K
$84.2K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-255- 7.61% |
$54.5K - $63.7K
|
3.1K
$212K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-298- 9.41% |
$63.7K - $74.4K
|
2.87K
$196K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-312- 11.21% |
$66.7K - $77.9K
|
2.47K
$169K
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-365- 4.47% |
$78.1K - $91.2K
|
7.8K
$533K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-366- 5.43% |
$78.3K - $91.4K
|
6.37K
$436K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-384- 4.48% |
$82.1K - $95.9K
|
8.19K
$560K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-432- 8.36% |
$92.4K - $108K
|
4.73K
$324K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-435- 14.38% |
$93K - $109K
|
2.59K
$177K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-443- 3.49% |
$94.8K - $111K
|
12.3K
$838K
|