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iShares Dow Jones Transport. Avg. shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in iShares Dow Jones Transport. Avg.

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All positions including iShares Dow Jones Transport. Avg. held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $436k 6.4k 68.54
2025-03-31 $407k 6.4k 64.03
2024-12-31 $434k 6.4k 67.57

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View all positions for Total Wealth Planning & Management

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley
Goldman Sachs Group
First Financial Bankshares
Two Sigma Investments
Wells Fargo & Company
LPL Financial
UBS Group
Barclays
Healthcare Of Ontario Pension Plan Trust Fund
Hudson Bay Capital Management
Raymond James Financial
Jpmorgan Chase & Co
Commonwealth Equity Services
J. Goldman & Co
Advisor Group Holdings

View all funds holding iShares Dow Jones Transport. Avg.