Purchases and Sales Made in Q3 2025 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
271KNew |
$7.92M - $8.74M
|
271K
$8.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175K+ 2430.87% |
$5.13M - $5.66M
|
183K
$5.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
122KNew |
$3.58M - $3.95M
|
122K
$4.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
54.9KNew |
$1.61M - $1.77M
|
54.9K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
41.8K+ 124.68% |
$1.22M - $1.35M
|
75.4K
$2.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
40K+ 38.82% |
$1.17M - $1.29M
|
143K
$4.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30.5KNew |
$891K - $984K
|
30.5K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.5K+ 134.28% |
$775K - $855K
|
46.2K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
22.2KNew |
$648K - $716K
|
22.2K
$727K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19.3KNew |
$566K - $624K
|
19.3K
$635K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$477K - $527K
|
16.3K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $351K
|
10.9K
$357K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.41KNew |
$188K - $207K
|
6.41K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.21KNew |
$182K - $201K
|
6.21K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 18220.0% |
$160K - $177K
|
5.5K
$180K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 3.61% |
$54.1K - $59.7K
|
53.1K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 15.51% |
$34.7K - $38.3K
|
8.84K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
920+ 2.61% |
$26.9K - $29.7K
|
36.2K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
711+ 3.9% |
$20.8K - $23K
|
19K
$622K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
296+ 0.96% |
$8.66K - $9.56K
|
31.2K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
33+ 0.39% |
$966 - $1.07K
|
8.49K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$673 - $743
|
10.2K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18+ 0.24% |
$527 - $581
|
7.39K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15+ 0.12% |
$439 - $484
|
12.1K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 1.43% |
$820 - $904
|
1.93K
$63.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-217- 2.07% |
$6.35K - $7.01K
|
10.3K
$337K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-431- 0.59% |
$12.6K - $13.9K
|
72.1K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-472- 0.62% |
$13.8K - $15.2K
|
75.2K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-687- 9.8% |
$20.1K - $22.2K
|
6.32K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-12.4K- 5.57% |
$364K - $401K
|
211K
$6.92M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25.9K- 71.11% |
$758K - $837K
|
10.5K
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.7K- 24.35% |
$870K - $960K
|
92.3K
$3.03M
|