Purchases and Sales Made in Q4 2023 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
188+ 4.71% |
$39.7K - $49.9K
|
4.18K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162+ 5.34% |
$34.2K - $43K
|
3.2K
$219K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
135+ 3.48% |
$28.5K - $35.8K
|
4.02K
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100New |
$21.1K - $26.5K
|
100
$6.84K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
72+ 6.57% |
$15.2K - $19.1K
|
1.17K
$79.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62+ 0.48% |
$13.1K - $16.4K
|
12.9K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
59New |
$12.5K - $15.6K
|
59
$4.04K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58New |
$12.3K - $15.4K
|
58
$3.97K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
43New |
$9.08K - $11.4K
|
43
$2.94K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
29New |
$6.13K - $7.69K
|
29
$1.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23New |
$4.86K - $6.1K
|
23
$1.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22New |
$4.65K - $5.83K
|
22
$1.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
21New |
$4.44K - $5.57K
|
21
$1.44K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20New |
$4.22K - $5.3K
|
20
$1.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19+ 0.73% |
$4.01K - $5.04K
|
2.62K
$179K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18New |
$3.8K - $4.77K
|
18
$1.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$2.11K - $2.65K
|
10
$684
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.72% |
$1.9K - $2.39K
|
1.26K
$86.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8New |
$1.69K - $2.12K
|
8
$547
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8New |
$1.69K - $2.12K
|
8
$547
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7+ 2.55% |
$1.48K - $1.86K
|
281
$19.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$1.06K - $1.33K
|
5
$342
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.39% |
$1.06K - $1.33K
|
1.3K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.7% |
$1.06K - $1.33K
|
721
$49.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$845 - $1.06K
|
4
$274
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$634 - $796
|
3
$205
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.33% |
$422 - $530
|
601
$41.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.55% |
$422 - $530
|
365
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.18% |
$422 - $530
|
1.12K
$76.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.97% |
$422 - $530
|
209
$14.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2New |
$422 - $530
|
2
$137
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$211 - $265
|
1.16K
$79.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.3% |
$211 - $265
|
78
$5.34K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.09% |
$634 - $796
|
3.53K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20- 0.72% |
$4.22K - $5.3K
|
2.77K
$190K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 8.99% |
$5.07K - $6.37K
|
243
$16.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-31- 17.03% |
$6.55K - $8.22K
|
151
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 1.41% |
$7.39K - $9.28K
|
2.44K
$167K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-70- 8.05% |
$14.8K - $18.6K
|
800
$54.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74- 1.87% |
$15.6K - $19.6K
|
3.89K
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-80- 2.62% |
$16.9K - $21.2K
|
2.97K
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-84- 0.42% |
$17.7K - $22.3K
|
20K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-87- 58.78% |
$18.4K - $23.1K
|
61
$4.17K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-90- 3.72% |
$19K - $23.9K
|
2.33K
$159K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-91- 1.59% |
$19.2K - $24.1K
|
5.64K
$386K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-105- 7.59% |
$22.2K - $27.8K
|
1.28K
$87.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109- 2.37% |
$23K - $28.9K
|
4.49K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-109- 6.22% |
$23K - $28.9K
|
1.64K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-114- 8.15% |
$24.1K - $30.2K
|
1.29K
$87.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-119- 87.5% |
$25.1K - $31.6K
|
17
$1.16K
|