Purchases and Sales Made in Q3 2023 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q3 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 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
38New |
$8.75K - $10.2K
|
38
$2.6K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 16.09% |
$8.52K - $9.88K
|
267
$18.3K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27+ 2.49% |
$6.22K - $7.21K
|
1.11K
$76.2K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13New |
$2.99K - $3.47K
|
13
$889
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.62% |
$2.3K - $2.67K
|
1.62K
$111K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
8New |
$1.84K - $2.14K
|
8
$547
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$1.38K - $1.6K
|
6
$411
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6New |
$1.38K - $1.6K
|
6
$411
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.18% |
$461 - $534
|
1.1K
$75K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-3- 0.28% |
$691 - $801
|
1.08K
$73.7K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 36.36% |
$921 - $1.07K
|
7
$479
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.4% |
$2.3K - $2.67K
|
2.48K
$169K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.8% |
$2.99K - $3.47K
|
1.61K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20- 1.71% |
$4.61K - $5.34K
|
1.15K
$78.5K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 1.01% |
$4.61K - $5.34K
|
1.95K
$134K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-21- 1.85% |
$4.84K - $5.61K
|
1.11K
$76.2K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-24- 1.82% |
$5.53K - $6.41K
|
1.3K
$88.7K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-34- 20.0% |
$7.83K - $9.08K
|
136
$9.31K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-50- 3.23% |
$11.5K - $13.4K
|
1.5K
$103K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 25.0% |
$11.5K - $13.4K
|
150
$10.3K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50- 66.67% |
$11.5K - $13.4K
|
25
$1.71K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-51- 2.06% |
$11.7K - $13.6K
|
2.42K
$166K
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-51- 3.56% |
$11.7K - $13.6K
|
1.38K
$94.6K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-58- 6.07% |
$13.4K - $15.5K
|
898
$61.4K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-61Closed |
$14.1K - $16.3K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61- 6.49% |
$14.1K - $16.3K
|
879
$60.1K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 66.67% |
$18.4K - $21.4K
|
40
$2.74K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-88- 2.84% |
$20.3K - $23.5K
|
3.01K
$206K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-93- 6.91% |
$21.4K - $24.8K
|
1.25K
$85.7K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-99- 35.23% |
$22.8K - $26.4K
|
182
$12.5K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-111- 1.12% |
$25.6K - $29.7K
|
9.8K
$671K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131- 2.77% |
$30.2K - $35K
|
4.6K
$315K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-138- 4.29% |
$31.8K - $36.9K
|
3.08K
$211K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-153- 5.33% |
$35.2K - $40.9K
|
2.72K
$186K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-238- 10.38% |
$54.8K - $63.6K
|
2.06K
$141K
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-314- 2.61% |
$72.3K - $83.9K
|
11.7K
$803K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-375- 29.76% |
$86.4K - $100K
|
885
$60.6K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-403- 11.58% |
$92.8K - $108K
|
3.08K
$211K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-429- 3.96% |
$98.8K - $115K
|
10.4K
$711K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-537- 15.04% |
$124K - $143K
|
3.03K
$208K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-541- 36.19% |
$125K - $145K
|
954
$65.3K
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-571- 2.77% |
$132K - $153K
|
20.1K
$1.37M
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-613- 12.33% |
$141K - $164K
|
4.36K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-805- 31.48% |
$185K - $215K
|
1.75K
$120K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.06K- 3.22% |
$244K - $283K
|
31.8K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08K- 8.83% |
$249K - $289K
|
11.2K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.15K- 1.71% |
$264K - $307K
|
66.1K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 22.11% |
$293K - $340K
|
4.48K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.77K- 3.21% |
$408K - $473K
|
53.4K
$3.65M
|