Acorn Wealth Advisors, LLC Ishares Tr U.S. Transportation Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$186.66 - $208.48 $61,971 - $69,215	-332 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$170.05 - $192.95 $56,456 - $64,059	332	332 $66,000

Others Institutions Holding IYT

# of Institutions

198

Shares Held

7.31M

Call Options Held

126K

Put Options Held

387K

Morgan Stanley New York, NY

1.11M
Shares

$76.6 Million
0.01% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

880K
Shares

$60.9 Million
0.03% of portfolio
Migdal Insurance & Financial Holdings Ltd.

860K
Shares

$59.6 Million
0.94% of portfolio
Goldman Sachs Group Inc New York, NY

558K
Shares

$38.6 Million
0.01% of portfolio
Two Sigma Investments, LP New York, NY

312K
Shares

$21.6 Million
0.05% of portfolio

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
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