Purchases and Sales Made in Q2 2025 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.64K - $5.76K
|
84
$5.94K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38+ 0.24% |
$2.1K - $2.6K
|
15.8K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30+ 0.22% |
$1.66K - $2.06K
|
13.9K
$981K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$718 - $891
|
4.9K
$347K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.24% |
$718 - $891
|
5.34K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9+ 0.29% |
$497 - $617
|
3.15K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8New |
$442 - $548
|
8
$566
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$276 - $343
|
3.2K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.09% |
$276 - $343
|
5.4K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.04% |
$110 - $137
|
5.12K
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.23% |
$110 - $137
|
861
$60.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.01% |
$55.2 - $68.5
|
13.6K
$961K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.08% |
$55.2 - $68.5
|
94
$6.65K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 1.43% |
$55.2 - $68.5
|
71
$5.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10- 0.16% |
$552 - $685
|
6.12K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 68.97% |
$1.1K - $1.37K
|
9
$637
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27- 0.86% |
$1.49K - $1.85K
|
3.12K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32- 0.76% |
$1.77K - $2.19K
|
4.15K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-42- 1.0% |
$2.32K - $2.88K
|
4.15K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-43- 9.27% |
$2.37K - $2.95K
|
421
$29.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 3.19% |
$2.76K - $3.43K
|
1.52K
$107K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-52- 1.08% |
$2.87K - $3.56K
|
4.78K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 6.74% |
$4.2K - $5.21K
|
1.05K
$74.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-80- 0.83% |
$4.42K - $5.48K
|
9.6K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-129- 1.06% |
$7.12K - $8.84K
|
12.1K
$855K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-135- 2.44% |
$7.45K - $9.25K
|
5.4K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-148- 83.15% |
$8.17K - $10.1K
|
30
$2.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-156- 16.2% |
$8.61K - $10.7K
|
807
$57.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-186- 0.47% |
$10.3K - $12.7K
|
39.6K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-199- 2.91% |
$11K - $13.6K
|
6.64K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-200- 4.88% |
$11K - $13.7K
|
3.9K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 4.76% |
$11K - $13.7K
|
4K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-239- 2.45% |
$13.2K - $16.4K
|
9.51K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 34.2% |
$17.4K - $21.7K
|
608
$43K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-367- 7.59% |
$20.3K - $25.2K
|
4.47K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-420- 5.59% |
$23.2K - $28.8K
|
7.09K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-514- 2.01% |
$28.4K - $35.2K
|
25.1K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-536- 25.66% |
$29.6K - $36.7K
|
1.55K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-537- 14.7% |
$29.7K - $36.8K
|
3.12K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-543- 3.57% |
$30K - $37.2K
|
14.7K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-594- 7.63% |
$32.8K - $40.7K
|
7.19K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-602- 3.28% |
$33.2K - $41.3K
|
17.7K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-619- 4.92% |
$34.2K - $42.4K
|
12K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-761- 16.49% |
$42K - $52.2K
|
3.85K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-834- 7.54% |
$46.1K - $57.2K
|
10.2K
$723K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-847- 40.51% |
$46.8K - $58.1K
|
1.24K
$88K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-875- 22.93% |
$48.3K - $60K
|
2.94K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-990- 6.85% |
$54.7K - $67.9K
|
13.5K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.3K- 6.77% |
$71.8K - $89.1K
|
17.9K
$1.27M
|