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Advisor Group’s iShares US Transportation ETF IYT Stock Holding History

Advisor Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.93M Buy
39,368
+9,068
+30% +$435K 0.01% 837
2019
Q3 		$1.41M Buy
30,300
+3,464
+13% +$162K 0.01% 948
2019
Q2 		$1.26M Buy
26,836
+3,272
+14% +$155K 0.01% 979
2019
Q1 		$1.1M Buy
23,564
+2,656
+13% +$121K 0.01% 1027
2018
Q4 		$864K Sell
20,908
-14,832
-41% -$685K 0.01% 1025
2018
Q3 		$1.83M Buy
35,740
+3,600
+11% +$180K 0.02% 676
2018
Q2 		$1.5M Buy
32,140
+3,096
+11% +$148K 0.02% 670
2018
Q1 		$1.36M Sell
29,044
-260
-0.9% -$12.5K 0.02% 717
2017
Q4 		$1.4M Buy
29,304
+1,000
+4% +$45.1K 0.02% 712
2017
Q3 		$1.26M Buy
28,304
+1,364
+5% +$57.9K 0.02% 693
2017
Q2 		$1.16M Sell
26,940
-9,272
-26% -$384K 0.02% 680
2017
Q1 		$1.48M Buy
36,212
+6,436
+22% +$268K 0.03% 549
2016
Q4 		$1.21M Buy
29,776
+25,376
+577% +$985K 0.03% 588
2016
Q3 		$160K Sell
4,400
-2,488
-36% -$87.9K ﹤0.01% 1681
2016
Q2 		$227K Buy
+6,888
New +$239K 0.01% 1373

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's IYT Position: Q4 2019 in Review

Advisor Group increased its iShares US Transportation ETF (IYT) stake by 30% in Q4 2019, buying an estimated $435K and bringing the position to 39,368 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #837.

Advisor Group first reported a position in IYT in Q2 2016 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold IYT as of Q4 2019.

  • Advisor Group held 39,368 shares of iShares US Transportation ETF worth $1.93M as of Q4 2019.
  • Advisor Group bought 9,068 iShares US Transportation ETF shares in Q4 2019, an estimated $435K.
  • iShares US Transportation ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #837 holding.
  • Advisor Group first reported a position in iShares US Transportation ETF in Q2 2016 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.