Cary Street Partners Investment Advisory LLC Ishares Tr Us Telecommunicatio Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$20.98 - $23.09 $8,392 - $9,236	-400 Reduced 57.14%	300 $6,000
Q4 2022 Feb 14, 2023	BUY	$20.4 - $23.77 $14,279 - $16,639	700 New	700 $15,000

Others Institutions Holding IYZ

# of Institutions

117

Shares Held

7.77M

Call Options Held

60.4K

Put Options Held

Morgan Stanley New York, NY

1.68M
Shares

$45.9 Million
0.0% of portfolio
Citigroup Inc

1.17M
Shares

$31.9 Million
0.02% of portfolio
Barclays PLC London, X0

500K
Shares

$13.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$11.2 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

389K
Shares

$10.6 Million
0.1% of portfolio

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About ISHARES TR US TELECOMMUNICATIO

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