Purchases and Sales Made in Q4 2021 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.18KNew |
$293K - $331K
|
1.18K
$81K
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
1.08KNew |
$267K - $302K
|
1.08K
$73.9K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.04KNew |
$257K - $290K
|
1.04K
$71K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
896New |
$222K - $250K
|
896
$61.3K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
893New |
$221K - $249K
|
893
$61.1K
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
887New |
$220K - $248K
|
887
$60.7K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
868New |
$215K - $242K
|
868
$59.4K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
814New |
$201K - $227K
|
814
$55.7K
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
792+ 2.76% |
$196K - $221K
|
29.5K
$2.02M
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
753New |
$186K - $210K
|
753
$51.5K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752+ 6.13% |
$186K - $210K
|
13K
$890K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
595+ 24.23% |
$147K - $166K
|
3.05K
$209K
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
500+ 19.23% |
$124K - $140K
|
3.1K
$212K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
420+ 4200.0% |
$104K - $117K
|
430
$29.4K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 11.27% |
$98.7K - $111K
|
3.94K
$269K
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
397+ 34.82% |
$98.2K - $111K
|
1.54K
$105K
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
395+ 6.01% |
$97.8K - $110K
|
6.97K
$477K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
386New |
$95.5K - $108K
|
386
$26.4K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
378+ 2.91% |
$93.5K - $106K
|
13.4K
$914K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
314+ 8.86% |
$77.7K - $87.7K
|
3.86K
$264K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
279+ 8.6% |
$69K - $77.9K
|
3.52K
$241K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
277+ 21.64% |
$68.5K - $77.4K
|
1.56K
$107K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
264+ 5.67% |
$65.3K - $73.7K
|
4.92K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
258+ 10.48% |
$63.8K - $72.1K
|
2.72K
$186K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
221New |
$54.7K - $61.7K
|
221
$15.1K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
211+ 1.98% |
$52.2K - $58.9K
|
10.9K
$744K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
209New |
$51.7K - $58.4K
|
209
$14.3K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 169.49% |
$49.5K - $55.9K
|
318
$21.8K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174New |
$43.1K - $48.6K
|
174
$11.9K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
173New |
$42.8K - $48.3K
|
173
$11.8K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168+ 1.74% |
$41.6K - $46.9K
|
9.85K
$674K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166+ 1.89% |
$41.1K - $46.4K
|
8.95K
$612K
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
160+ 11.13% |
$39.6K - $44.7K
|
1.6K
$109K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
150New |
$37.1K - $41.9K
|
150
$10.3K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
142+ 9.83% |
$35.1K - $39.7K
|
1.59K
$109K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
125+ 2.66% |
$30.9K - $34.9K
|
4.83K
$330K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
111+ 5.43% |
$27.5K - $31K
|
2.16K
$147K
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
109+ 1.59% |
$27K - $30.4K
|
6.95K
$476K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
101+ 5.62% |
$25K - $28.2K
|
1.9K
$130K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 5.57% |
$24.7K - $27.9K
|
1.89K
$130K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
100New |
$24.7K - $27.9K
|
100
$6.84K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
95+ 4.55% |
$23.5K - $26.5K
|
2.18K
$149K
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
94New |
$23.3K - $26.3K
|
94
$6.43K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81New |
$20K - $22.6K
|
81
$5.54K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79+ 22.7% |
$19.6K - $22.1K
|
427
$29.2K
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
75+ 1.6% |
$18.6K - $20.9K
|
4.76K
$326K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
74+ 2.48% |
$18.3K - $20.7K
|
3.05K
$209K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
66New |
$16.3K - $18.4K
|
66
$4.52K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
60+ 2.87% |
$14.8K - $16.8K
|
2.15K
$147K
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
52+ 0.25% |
$12.9K - $14.5K
|
21.2K
$1.45M
|