Charter Oak Capital Management, LLC Ishares Tr Us Telecommunicatio Transaction History

Charter Oak Capital Management, LLC

$1.18 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 06, 2022	BUY	$20.88 - $27.03 $227,592 - $294,627	10,900 New	10,900 $228,000

Others Institutions Holding IYZ

# of Institutions

150

Shares Held

10.4M

Call Options Held

59.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.71M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$46 Million
0.0% of portfolio
Citigroup Inc

967K
Shares

$29.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

474K
Shares

$14.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$12.4 Million
0.01% of portfolio

About ISHARES TR US TELECOMMUNICATIO

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