Purchases and Sales Made in Q2 2025 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.32K- 5.8% |
$32.3K - $39.3K
|
21.4K
$703K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 12.13% |
$36.8K - $44.7K
|
10.9K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.68K- 2.29% |
$41.2K - $50K
|
71.6K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-2.13K- 6.45% |
$52.2K - $63.4K
|
30.9K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.55K- 13.88% |
$62.5K - $75.8K
|
15.8K
$519K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 11.52% |
$63K - $76.5K
|
19.7K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.84K- 14.0% |
$69.6K - $84.5K
|
17.4K
$572K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.95K- 34.05% |
$96.9K - $118K
|
7.65K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.12K- 14.55% |
$101K - $123K
|
24.2K
$795K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.27K- 24.01% |
$129K - $157K
|
16.7K
$547K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6.03K- 82.85% |
$148K - $180K
|
1.25K
$41K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.55K- 5.98% |
$161K - $195K
|
103K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.42K- 8.5% |
$182K - $221K
|
79.9K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.19K- 2.39% |
$201K - $244K
|
335K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-20.4K- 52.83% |
$501K - $608K
|
18.2K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-21.9K- 50.53% |
$538K - $654K
|
21.5K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.7K- 20.65% |
$654K - $794K
|
102K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-64.4K- 98.61% |
$1.58M - $1.92M
|
907
$29.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.2K- 75.54% |
$1.82M - $2.21M
|
24K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-99.2K- 10.26% |
$2.43M - $2.95M
|
868K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-112K- 41.83% |
$2.75M - $3.34M
|
156K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-121K- 59.4% |
$2.96M - $3.59M
|
82.5K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-278K- 16.24% |
$6.83M - $8.29M
|
1.44M
$47.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-281K- 59.22% |
$6.88M - $8.36M
|
193K
$6.34M
|