Purchases and Sales Made in Q3 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-347- 3.28% |
$7.31K - $7.93K
|
10.2K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-381- 54.82% |
$8.03K - $8.71K
|
314
$8.57K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-692- 0.69% |
$14.6K - $15.8K
|
99K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-713- 5.8% |
$15K - $16.3K
|
11.6K
$316K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-816- 2.22% |
$17.2K - $18.7K
|
36K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.29K- 10.1% |
$27.1K - $29.4K
|
11.5K
$313K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.82K- 3.55% |
$38.3K - $41.5K
|
49.3K
$1.35M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.32K- 84.83% |
$48.8K - $52.9K
|
414
$11.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.32K- 2.07% |
$48.9K - $53K
|
110K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.4K- 29.65% |
$50.7K - $55K
|
5.7K
$156K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.58K- 9.55% |
$54.3K - $58.9K
|
24.4K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.75K- 10.72% |
$57.9K - $62.8K
|
22.9K
$625K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.15K- 22.64% |
$66.3K - $71.9K
|
10.7K
$293K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.19K- 4.6% |
$67.2K - $72.9K
|
66.1K
$1.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.76K- 14.55% |
$79.2K - $85.9K
|
22.1K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.06K- 19.69% |
$85.5K - $92.8K
|
16.6K
$452K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.23K- 10.04% |
$110K - $120K
|
46.8K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.27K- 1.71% |
$132K - $143K
|
361K
$9.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.56K- 40.64% |
$138K - $150K
|
9.59K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.87K- 22.61% |
$145K - $157K
|
23.5K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.89K- 28.06% |
$166K - $180K
|
20.2K
$552K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.68K- 26.92% |
$183K - $198K
|
23.6K
$643K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.78K- 36.0% |
$206K - $224K
|
17.4K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.1K- 10.49% |
$233K - $253K
|
94.5K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14.7K- 29.33% |
$309K - $335K
|
35.3K
$964K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.1KClosed |
$319K - $346K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.8K- 36.87% |
$375K - $407K
|
30.5K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82K- 59.48% |
$1.73M - $1.87M
|
55.9K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-137K- 21.89% |
$2.88M - $3.12M
|
487K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-201K- 79.74% |
$4.23M - $4.59M
|
51K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-208K- 10.25% |
$4.37M - $4.75M
|
1.82M
$49.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-462K- 59.48% |
$9.74M - $10.6M
|
315K
$8.6M
|