Purchases and Sales Made in Q1 2025 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US TELECOMMUNICATIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37M+ 396.59% |
$36.3M - $39.1M
|
1.71M
$48.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
223KNew |
$5.92M - $6.38M
|
223K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 83.33% |
$5.71M - $6.15M
|
474K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
214K+ 393.17% |
$5.67M - $6.11M
|
268K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161KNew |
$4.27M - $4.6M
|
161K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
122KNew |
$3.24M - $3.49M
|
122K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111K+ 119.68% |
$2.93M - $3.16M
|
203K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.8K+ 98.65% |
$2.41M - $2.59M
|
183K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
75.7K+ 1000.7% |
$2.01M - $2.16M
|
83.2K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.8K+ 2504.27% |
$1.66M - $1.79M
|
65.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
56K+ 210.79% |
$1.48M - $1.6M
|
82.5K
$2.35M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.1K+ 461.79% |
$1.22M - $1.32M
|
56.1K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
43.4KNew |
$1.15M - $1.24M
|
43.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
31.3K+ 31.95% |
$829K - $893K
|
129K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
29.6KNew |
$785K - $846K
|
29.6K
$844K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
27.3KNew |
$725K - $781K
|
27.3K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.3KNew |
$617K - $665K
|
23.3K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.3KNew |
$564K - $608K
|
21.3K
$606K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
20KNew |
$530K - $571K
|
20K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.9KNew |
$502K - $541K
|
18.9K
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17.5K+ 82.76% |
$464K - $500K
|
38.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16KNew |
$425K - $458K
|
16K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
15.3KNew |
$405K - $436K
|
15.3K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15.2K+ 490.0% |
$404K - $435K
|
18.3K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$400K - $431K
|
15.1K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13K+ 126.57% |
$345K - $372K
|
23.3K
$664K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
11.7K+ 12.01% |
$311K - $336K
|
110K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$308K - $331K
|
11.6K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.92KNew |
$263K - $283K
|
9.92K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.59KNew |
$228K - $245K
|
8.59K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.82KNew |
$207K - $224K
|
7.82K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.36K+ 4.66% |
$195K - $210K
|
165K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.83K+ 1520.49% |
$181K - $195K
|
7.28K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.47K+ 41.86% |
$172K - $185K
|
21.9K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.29K+ 4.3% |
$140K - $151K
|
128K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.79K+ 15.42% |
$100K - $108K
|
28.3K
$807K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.96K+ 15.07% |
$78.5K - $84.6K
|
22.6K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.6KNew |
$42.4K - $45.7K
|
1.6K
$45.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.32KNew |
$35K - $37.7K
|
1.32K
$37.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.19KNew |
$31.5K - $33.9K
|
1.19K
$33.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
600New |
$15.9K - $17.1K
|
600
$17.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
256+ 3.2% |
$6.79K - $7.31K
|
8.27K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
145+ 17.73% |
$3.84K - $4.14K
|
963
$27.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
119+ 1.47% |
$3.15K - $3.4K
|
8.22K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
97+ 0.19% |
$2.57K - $2.77K
|
51.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59+ 1.15% |
$1.56K - $1.69K
|
5.18K
$148K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
40New |
$1.06K - $1.14K
|
40
$1.14K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
31+ 0.37% |
$822 - $886
|
8.44K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 1.52% |
$557 - $600
|
1.4K
$39.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$106 - $114
|
776
$22.1K
|