Purchases and Sales Made in Q4 2024 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
633KNew |
$16M - $17.8M
|
633K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
580KNew |
$14.6M - $16.3M
|
580K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
541KNew |
$13.6M - $15.2M
|
541K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483KNew |
$12.2M - $13.6M
|
483K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
473K+ 40.4% |
$11.9M - $13.3M
|
1.64M
$46.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
441KNew |
$11.1M - $12.4M
|
441K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
384K+ 675.79% |
$9.69M - $10.8M
|
441K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
358KNew |
$9.02M - $10.1M
|
358K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
356KNew |
$8.98M - $10M
|
356K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
308KNew |
$7.77M - $8.68M
|
308K
$8.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
284KNew |
$7.16M - $7.99M
|
284K
$8.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278K+ 4047.12% |
$7.01M - $7.82M
|
285K
$8.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
251K+ 50.13% |
$6.32M - $7.06M
|
751K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
228KNew |
$5.76M - $6.43M
|
228K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$5.62M - $6.27M
|
223K
$6.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
194KNew |
$4.89M - $5.46M
|
194K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150K+ 4287.54% |
$3.78M - $4.22M
|
153K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 726.31% |
$3.49M - $3.89M
|
157K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
137KNew |
$3.45M - $3.85M
|
137K
$3.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
97.8KNew |
$2.47M - $2.75M
|
97.8K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
92.5KNew |
$2.33M - $2.6M
|
92.5K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
92.3KNew |
$2.33M - $2.6M
|
92.3K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92KNew |
$2.32M - $2.59M
|
92K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84.3KNew |
$2.12M - $2.37M
|
84.3K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.5K+ 463.18% |
$2.11M - $2.35M
|
102K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.5K+ 461.59% |
$1.85M - $2.07M
|
89.4K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.5KNew |
$1.5M - $1.68M
|
59.5K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.6KNew |
$1.48M - $1.65M
|
58.6K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
52.9KNew |
$1.33M - $1.49M
|
52.9K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
52.8KNew |
$1.33M - $1.49M
|
52.8K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
52KNew |
$1.31M - $1.46M
|
52K
$1.48M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
51.9KNew |
$1.31M - $1.46M
|
51.9K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.1K+ 16.77% |
$936K - $1.04M
|
258K
$7.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 115.97% |
$923K - $1.03M
|
68.1K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.5KNew |
$871K - $972K
|
34.5K
$981K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
34.3KNew |
$865K - $966K
|
34.3K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30.5KNew |
$768K - $858K
|
30.5K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30.1KNew |
$759K - $847K
|
30.1K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.5KNew |
$668K - $746K
|
26.5K
$753K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
25.6K+ 102.35% |
$646K - $720K
|
50.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.5KNew |
$619K - $691K
|
24.5K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$584K - $652K
|
23.2K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$495K - $553K
|
19.6K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
18.6KNew |
$468K - $523K
|
18.6K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5KNew |
$390K - $435K
|
15.5K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.7KNew |
$370K - $413K
|
14.7K
$417K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.2KNew |
$358K - $399K
|
14.2K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8K+ 15.98% |
$298K - $333K
|
85.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$259K - $290K
|
10.3K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.59KNew |
$242K - $270K
|
9.59K
$272K
|