Purchases and Sales Made in Q4 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
64.1KNew |
$4.28M - $4.84M
|
64.1K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
52.8KNew |
$3.52M - $3.98M
|
52.8K
$3.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32.7KNew |
$2.18M - $2.47M
|
32.7K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
12.2KNew |
$817K - $923K
|
12.2K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.6K+ 79.49% |
$777K - $877K
|
26.3K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.27K+ 23.6% |
$419K - $473K
|
32.8K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.46KNew |
$298K - $337K
|
4.46K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.83KNew |
$256K - $289K
|
3.83K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.48K+ 5.38% |
$232K - $262K
|
68K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.35KNew |
$224K - $253K
|
3.35K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.82KNew |
$188K - $213K
|
2.82K
$198K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 653.37% |
$90.8K - $102K
|
1.57K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
847+ 48.79% |
$56.6K - $63.9K
|
2.58K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
825+ 5.42% |
$55.1K - $62.2K
|
16.1K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
800New |
$53.4K - $60.3K
|
800
$56.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
343+ 23.3% |
$22.9K - $25.9K
|
1.82K
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
330+ 8.64% |
$22K - $24.9K
|
4.15K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
314New |
$21K - $23.7K
|
314
$22K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
235New |
$15.7K - $17.7K
|
235
$16.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
228+ 335.29% |
$15.2K - $17.2K
|
296
$20.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
80New |
$5.34K - $6.03K
|
80
$5.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.6% |
$2.81K - $3.17K
|
2.67K
$187K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
36+ 0.23% |
$2.4K - $2.71K
|
15.7K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.94K - $2.19K
|
29
$2.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$801 - $905
|
4.87K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.13% |
$267 - $302
|
3.19K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.06% |
$200 - $226
|
5.02K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.13% |
$200 - $226
|
2.35K
$165K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$134 - $151
|
1.85K
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-28- 0.59% |
$1.87K - $2.11K
|
4.73K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-70- 0.49% |
$4.68K - $5.28K
|
14.3K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-77- 0.67% |
$5.14K - $5.81K
|
11.4K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-92- 9.06% |
$6.14K - $6.94K
|
924
$64.8K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 2.38% |
$6.68K - $7.54K
|
4.1K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-111- 3.16% |
$7.41K - $8.37K
|
3.4K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-252- 85.14% |
$16.8K - $19K
|
44
$3.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-366- 3.56% |
$24.4K - $27.6K
|
9.9K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-406- 2.91% |
$27.1K - $30.6K
|
13.6K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-636- 2.66% |
$42.5K - $48K
|
23.2K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-696- 13.31% |
$46.5K - $52.5K
|
4.53K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-727- 15.47% |
$48.6K - $54.8K
|
3.97K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-820- 9.27% |
$54.8K - $61.8K
|
8.03K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 5.69% |
$95.4K - $108K
|
23.7K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.97KClosed |
$399K - $450K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8.35K- 17.03% |
$558K - $630K
|
40.7K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.52K- 33.73% |
$636K - $718K
|
18.7K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-15.7K- 45.51% |
$1.05M - $1.18M
|
18.8K
$1.32M
|