Purchases and Sales Made in Q4 2025 in Ishares Tr U.S. Transportation (IYT)
This table provides information about the institutional ownership of Ishares Tr U.S. Transportation (IYT) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
86.4K+ 1601.24% |
$6M - $6.34M
|
91.8K
$6.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
37.4KNew |
$2.6M - $2.74M
|
37.4K
$2.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17.7K+ 185.59% |
$1.23M - $1.3M
|
27.2K
$1.94M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.64KNew |
$253K - $267K
|
3.64K
$260K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.45K+ 1.21% |
$170K - $180K
|
204K
$14.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.24KNew |
$155K - $164K
|
2.24K
$160K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.58K+ 7.31% |
$110K - $116K
|
23.2K
$1.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
800+ 190.02% |
$55.6K - $58.6K
|
1.22K
$87.2K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
741+ 7.97% |
$51.5K - $54.3K
|
10K
$717K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
739+ 3.0% |
$51.3K - $54.2K
|
25.4K
$1.81M
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
700+ 18.33% |
$48.6K - $51.3K
|
4.52K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
644+ 12.17% |
$44.7K - $47.2K
|
5.94K
$424K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
500New |
$34.7K - $36.7K
|
500
$35.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
244+ 103.39% |
$16.9K - $17.9K
|
480
$34.3K
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
130New |
$9.03K - $9.53K
|
130
$9.28K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 0.18% |
$2.01K - $2.13K
|
15.9K
$1.13M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16New |
$1.11K - $1.17K
|
16
$1.14K
|
|
|
Jan 28, 2026
Q4 2025
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$625 - $660
|
4.93K
$352K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.11% |
$208 - $220
|
2.64K
$188K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.31% |
$139 - $147
|
653
$46.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.04% |
$139 - $147
|
5.13K
$366K
|
|
|
Jan 28, 2026
Q4 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9- 0.07% |
$625 - $660
|
12.1K
$864K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-52- 54.17% |
$3.61K - $3.81K
|
44
$3.14K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-219- 4.9% |
$15.2K - $16.1K
|
4.25K
$303K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-222- 7.39% |
$15.4K - $16.3K
|
2.78K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-238- 1.45% |
$16.5K - $17.4K
|
16.2K
$1.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-270- 3.78% |
$18.7K - $19.8K
|
6.87K
$490K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-271- 3.72% |
$18.8K - $19.9K
|
7.02K
$501K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-273- 18.55% |
$19K - $20K
|
1.2K
$85.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-280- 6.88% |
$19.4K - $20.5K
|
3.79K
$270K
|
|
|
Jan 23, 2026
Q4 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-500- 1.27% |
$34.7K - $36.7K
|
39K
$2.79M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.18K- 18.69% |
$151K - $160K
|
9.47K
$676K
|
|