Purchases and Sales Made in Q4 2022 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
80New |
$3.96K - $18.7K
|
80
$5.77K
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
75+ 0.61% |
$3.71K - $17.5K
|
12.4K
$891K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
71New |
$3.51K - $16.6K
|
71
$5.12K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46New |
$2.28K - $10.7K
|
46
$3.32K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35+ 0.87% |
$1.73K - $8.17K
|
4.06K
$292K
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
30+ 0.14% |
$1.48K - $7K
|
21K
$1.51M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 9.29% |
$1.48K - $7K
|
353
$25.4K
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.76% |
$1.34K - $6.3K
|
3.56K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
25+ 5.81% |
$1.24K - $5.84K
|
455
$32.8K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 0.39% |
$1.14K - $5.37K
|
5.87K
$423K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
15New |
$742 - $3.5K
|
15
$1.08K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$544 - $2.57K
|
11
$793
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.81% |
$495 - $2.33K
|
1.25K
$89.9K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.36% |
$396 - $1.87K
|
2.25K
$162K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 25.0% |
$346 - $1.63K
|
35
$2.52K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.35% |
$297 - $1.4K
|
1.71K
$123K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4New |
$198 - $934
|
4
$288
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.24% |
$198 - $934
|
1.7K
$122K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.41% |
$148 - $700
|
737
$53.1K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.14% |
$148 - $700
|
2.11K
$152K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$148 - $700
|
3
$216
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2+ 0.07% |
$98.9 - $467
|
2.89K
$208K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$98.9 - $467
|
1.07K
$77.3K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.41% |
$49.5 - $233
|
244
$17.6K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1New |
$49.5 - $233
|
1
$72.1
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.28% |
$49.5 - $233
|
361
$26K
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3- 0.2% |
$148 - $700
|
1.47K
$106K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.12% |
$148 - $700
|
2.47K
$178K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 1.84% |
$247 - $1.17K
|
267
$19.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.81% |
$247 - $1.17K
|
614
$44.3K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9- 4.66% |
$445 - $2.1K
|
184
$13.3K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-14- 0.96% |
$692 - $3.27K
|
1.45K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-16- 66.67% |
$791 - $3.73K
|
8
$577
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-20- 1.42% |
$989 - $4.67K
|
1.38K
$99.8K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-30- 0.85% |
$1.48K - $7K
|
3.49K
$252K
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30- 1.4% |
$1.48K - $7K
|
2.11K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-31- 0.51% |
$1.53K - $7.24K
|
6.03K
$435K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 2.43% |
$1.73K - $8.17K
|
1.41K
$101K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44- 1.61% |
$2.18K - $10.3K
|
2.69K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-46- 3.34% |
$2.28K - $10.7K
|
1.33K
$96K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47- 3.53% |
$2.32K - $11K
|
1.29K
$92.6K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-50- 3.94% |
$2.47K - $11.7K
|
1.22K
$87.8K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-60- 24.9% |
$2.97K - $14K
|
181
$13K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-70- 6.42% |
$3.46K - $16.3K
|
1.02K
$73.5K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-94- 7.51% |
$4.65K - $21.9K
|
1.16K
$83.5K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-95- 38.31% |
$4.7K - $22.2K
|
153
$11K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-105- 2.19% |
$5.19K - $24.5K
|
4.69K
$338K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-120- 10.0% |
$5.94K - $28K
|
1.08K
$77.9K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-150- 10.62% |
$7.42K - $35K
|
1.26K
$91K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-150- 10.49% |
$7.42K - $35K
|
1.28K
$92.3K
|