Purchases and Sales Made in Q1 2024 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
450+ 300.0% |
$30.7K - $127K
|
600
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
450+ 300.0% |
$30.7K - $127K
|
600
$43.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
448New |
$30.6K - $126K
|
448
$32.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
375+ 300.0% |
$25.6K - $106K
|
500
$36K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
336+ 300.0% |
$22.9K - $94.7K
|
448
$32.2K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
325+ 550.85% |
$22.2K - $91.6K
|
384
$27.6K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
302+ 264.91% |
$20.6K - $85.1K
|
416
$29.9K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 300.0% |
$20.5K - $84.6K
|
400
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
280+ 459.02% |
$19.1K - $78.9K
|
341
$24.5K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
248New |
$16.9K - $69.9K
|
248
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215New |
$14.7K - $60.6K
|
215
$15.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
200New |
$13.7K - $56.4K
|
200
$14.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
186+ 300.0% |
$12.7K - $52.4K
|
248
$17.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
180New |
$12.3K - $50.7K
|
180
$13K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
162+ 300.0% |
$11.1K - $45.7K
|
216
$15.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
156+ 300.0% |
$10.6K - $44K
|
208
$15K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
156+ 300.0% |
$10.6K - $44K
|
208
$15K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
144+ 300.0% |
$9.83K - $40.6K
|
192
$13.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
140New |
$9.56K - $39.5K
|
140
$10.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
129+ 300.0% |
$8.8K - $36.4K
|
172
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
120+ 300.0% |
$8.19K - $33.8K
|
160
$11.5K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
114+ 300.0% |
$7.78K - $32.1K
|
152
$10.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
107+ 305.71% |
$7.3K - $30.2K
|
142
$10.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
93+ 300.0% |
$6.35K - $26.2K
|
124
$8.93K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
87+ 414.29% |
$5.94K - $24.5K
|
108
$7.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
84+ 300.0% |
$5.73K - $23.7K
|
112
$8.06K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
80New |
$5.46K - $22.6K
|
80
$5.76K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
72+ 300.0% |
$4.91K - $20.3K
|
96
$6.91K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 23.81% |
$4.78K - $19.7K
|
364
$26.2K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 300.0% |
$4.71K - $19.5K
|
92
$6.62K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 300.0% |
$4.5K - $18.6K
|
88
$6.33K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
65New |
$4.44K - $18.3K
|
65
$4.68K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63+ 300.0% |
$4.3K - $17.8K
|
84
$6.05K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 300.0% |
$4.1K - $16.9K
|
80
$5.76K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 300.0% |
$4.1K - $16.9K
|
80
$5.76K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
60+ 300.0% |
$4.1K - $16.9K
|
80
$5.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60New |
$4.1K - $16.9K
|
60
$4.32K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
51+ 300.0% |
$3.48K - $14.4K
|
68
$4.89K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45+ 300.0% |
$3.07K - $12.7K
|
60
$4.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
45+ 300.0% |
$3.07K - $12.7K
|
60
$4.32K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32New |
$2.18K - $9.02K
|
32
$2.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 310.0% |
$2.12K - $8.74K
|
41
$2.95K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 300.0% |
$2.05K - $8.46K
|
40
$2.88K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
24New |
$1.64K - $6.77K
|
24
$1.73K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24+ 300.0% |
$1.64K - $6.77K
|
32
$2.3K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21+ 300.0% |
$1.43K - $5.92K
|
28
$2.02K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20New |
$1.37K - $5.64K
|
20
$1.44K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
16New |
$1.09K - $4.51K
|
16
$1.15K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12New |
$819 - $3.38K
|
12
$864
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 300.0% |
$410 - $1.69K
|
8
$576
|