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
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3+ 0.21% |
$79.5 - $85.7
|
1.46K
$41.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 6.25% |
$79.5 - $85.7
|
45
$1.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-142- 0.19% |
$3.76K - $4.06K
|
75.2K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-156- 53.61% |
$4.14K - $4.46K
|
135
$3.84K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-176- 0.46% |
$4.67K - $5.03K
|
38.2K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-372- 0.42% |
$9.86K - $10.6K
|
87.3K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-424- 1.83% |
$11.2K - $12.1K
|
22.7K
$647K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 22.5% |
$13.3K - $14.3K
|
1.72K
$49K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 19.74% |
$13.5K - $14.6K
|
2.07K
$59.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-528- 1.99% |
$14K - $15.1K
|
26K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-566- 6.48% |
$15K - $16.2K
|
8.17K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-752- 7.95% |
$19.9K - $21.5K
|
8.71K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-818- 9.5% |
$21.7K - $23.4K
|
7.79K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-830- 29.46% |
$22K - $23.7K
|
1.99K
$56.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-909- 7.7% |
$24.1K - $26K
|
10.9K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1K- 4.59% |
$26.5K - $28.6K
|
20.8K
$591K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.14K- 9.66% |
$30.2K - $32.5K
|
10.7K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.32K- 3.85% |
$35K - $37.7K
|
33K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.92K- 2.55% |
$50.8K - $54.7K
|
73.3K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.4K- 16.25% |
$63.6K - $68.6K
|
12.4K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.75K- 16.03% |
$72.8K - $78.5K
|
14.4K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.92K- 20.65% |
$77.4K - $83.4K
|
11.2K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.98K- 8.03% |
$78.9K - $85K
|
34.1K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.11K- 2.72% |
$82.4K - $88.8K
|
111K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.42K- 3.36% |
$90.6K - $97.6K
|
98.2K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.95K- 5.76% |
$131K - $141K
|
80.9K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.64K- 30.37% |
$150K - $161K
|
12.9K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.36K- 44.18% |
$195K - $210K
|
9.3K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.95K- 47.41% |
$211K - $227K
|
8.82K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-9.67K- 19.1% |
$256K - $276K
|
40.9K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-15.6K- 29.5% |
$413K - $445K
|
37.2K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.6K- 77.15% |
$706K - $761K
|
7.89K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.6K- 8.92% |
$890K - $959K
|
343K
$9.77M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-44.3K- 78.92% |
$1.17M - $1.26M
|
11.8K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.9K- 67.3% |
$1.22M - $1.31M
|
22.3K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65.5K- 73.22% |
$1.74M - $1.87M
|
24K
$682K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.8K- 63.74% |
$1.83M - $1.97M
|
39.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-73K- 86.64% |
$1.94M - $2.09M
|
11.3K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-87K- 71.05% |
$2.31M - $2.49M
|
35.5K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 23.78% |
$2.78M - $3M
|
336K
$9.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-134K- 84.89% |
$3.54M - $3.82M
|
23.8K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-134K- 93.92% |
$3.55M - $3.83M
|
8.68K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-150K- 97.47% |
$3.97M - $4.27M
|
3.88K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-154K- 54.35% |
$4.09M - $4.41M
|
130K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 9.54% |
$4.26M - $4.59M
|
1.52M
$43.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-258K- 90.68% |
$6.85M - $7.38M
|
26.5K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-262K- 41.31% |
$6.93M - $7.47M
|
371K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-676K- 41.15% |
$17.9M - $19.3M
|
967K
$27.5M
|