Blue Bell Private Wealth Management, LLC Ishares Tr U.S. Transportation Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 20 shares of IYT stock, worth $1,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 -0.0%

Holding current value

$1,428

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$68.25 - $281.89 $682 - $2,818	-10 Reduced 33.33%	20 $1,000
Q3 2022 Nov 08, 2022	BUY	$49.14 - $249.68 $1,474 - $7,490	30 New	30 $6,000
Q1 2022 Apr 21, 2022	SELL	$247.38 - $279.97 $6,184 - $6,999	-25 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$247.47 - $279.33 $6,186 - $6,983	25 New	25 $7,000
Q1 2020 Apr 22, 2020	SELL	$120.13 - $202.83 $30,032 - $50,707	-250 Closed	0 $0

Q3 2019 Nov 07, 2019	SELL	$175.35 - $195.09 $8,767 - $9,754	-50 Reduced 16.67%	250 $47,000
Q2 2018 Jul 25, 2018	SELL	$181.94 - $200.31 $18,194 - $20,031	-100 Reduced 25.0%	300 $56,000
Q3 2017 Oct 24, 2017	BUY	$176.09 - $178.42 $70,436 - $71,368	400	400 $71,000

Others Institutions Holding IYT

# of Institutions

193

Shares Held

5.1M

Call Options Held

68.1K

Put Options Held

49K

View Full List

About ISHARES TR U.S. TRANSPORTATION

Ticker IYT
Sector ETFs
Industry ETFs

More about IYT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Ishares Tr U.S. Transportation Transaction History