Purchases and Sales Made in Q1 2023 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
25+ 25.0% |
$5.35K - $6.13K
|
125
$8.55K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
20+ 0.57% |
$4.28K - $4.9K
|
3.51K
$240K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20+ 0.82% |
$4.28K - $4.9K
|
2.46K
$168K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 40.0% |
$4.28K - $4.9K
|
70
$4.79K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14+ 1.31% |
$3K - $3.43K
|
1.09K
$74.3K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13+ 0.36% |
$2.78K - $3.19K
|
3.58K
$245K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$2.35K - $2.7K
|
11
$753
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 20.93% |
$1.93K - $2.21K
|
52
$3.56K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.35% |
$1.28K - $1.47K
|
1.71K
$117K
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$856 - $981
|
1.25K
$85.6K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4New |
$856 - $981
|
4
$274
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$642 - $735
|
3
$205
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.22% |
$642 - $735
|
1.39K
$94.9K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2New |
$428 - $490
|
2
$137
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 33.33% |
$214 - $245
|
4
$274
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.32% |
$214 - $245
|
77
$5.27K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1+ 0.08% |
$214 - $245
|
1.31K
$89.4K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.09% |
$214 - $245
|
1.16K
$79.3K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.28% |
$214 - $245
|
362
$24.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.03% |
$214 - $245
|
3.58K
$245K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 2.03% |
$2.14K - $2.45K
|
482
$33K
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-13- 0.88% |
$2.78K - $3.19K
|
1.46K
$99.6K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.75% |
$3.21K - $3.68K
|
1.97K
$135K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.67% |
$5.56K - $6.37K
|
3.85K
$263K
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-30- 2.78% |
$6.42K - $7.35K
|
1.05K
$71.8K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33- 48.53% |
$7.06K - $8.09K
|
35
$2.39K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 1.42% |
$7.49K - $8.58K
|
2.44K
$167K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35- 77.78% |
$7.49K - $8.58K
|
10
$684
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-46Closed |
$9.84K - $11.3K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-52- 21.31% |
$11.1K - $12.7K
|
192
$13.1K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-60- 63.16% |
$12.8K - $14.7K
|
35
$2.39K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 12.22% |
$13.9K - $15.9K
|
467
$32K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-72- 0.67% |
$15.4K - $17.7K
|
10.6K
$728K
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-90- 4.52% |
$19.3K - $22.1K
|
1.9K
$130K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-92- 60.13% |
$19.7K - $22.6K
|
61
$4.17K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-133- 4.45% |
$28.5K - $32.6K
|
2.86K
$196K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-144- 0.69% |
$30.8K - $35.3K
|
20.8K
$1.43M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-150- 11.72% |
$32.1K - $36.8K
|
1.13K
$77.3K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-153- 12.56% |
$32.7K - $37.5K
|
1.07K
$72.9K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178- 10.18% |
$38.1K - $43.6K
|
1.57K
$107K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-185- 14.26% |
$39.6K - $45.4K
|
1.11K
$76.1K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-187- 14.54% |
$40K - $45.8K
|
1.1K
$75.2K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-225- 2.68% |
$48.1K - $55.2K
|
8.16K
$558K
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-228- 1.84% |
$48.8K - $55.9K
|
12.1K
$830K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-250- 6.94% |
$53.5K - $61.3K
|
3.35K
$229K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-257- 19.09% |
$55K - $63K
|
1.09K
$74.5K
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-262- 4.37% |
$56.1K - $64.2K
|
5.73K
$392K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 15.68% |
$64.2K - $73.5K
|
1.61K
$110K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-304- 2.41% |
$65K - $74.5K
|
12.3K
$844K
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-364- 22.36% |
$77.9K - $89.2K
|
1.26K
$86.5K
|