A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 28,338 shares of IYZ stock, worth $766,259. This represents 0.37% of its overall portfolio holdings.

Number of Shares
28,338
Previous 23,509 20.54%
Holding current value
$766,259
Previous $544,000 15.07%
% of portfolio
0.37%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$20.98 - $23.09 $101,312 - $111,501
4,829 Added 20.54%
28,338 $626,000
Q1 2023

May 15, 2023

SELL
$22.0 - $25.14 $5,016 - $5,731
-228 Reduced 0.96%
23,509 $544,000
Q4 2022

Feb 14, 2023

SELL
$20.4 - $23.77 $108,201 - $126,076
-5,304 Reduced 18.26%
23,737 $532,000
Q3 2022

Nov 10, 2022

BUY
$20.88 - $27.03 $13,906 - $18,001
666 Added 2.35%
29,041 $606,000
Q2 2022

Aug 10, 2022

BUY
$23.96 - $30.44 $70,945 - $90,132
2,961 Added 11.65%
28,375 $713,000
Q1 2022

May 13, 2022

BUY
$28.69 - $33.15 $76,889 - $88,842
2,680 Added 11.79%
25,414 $760,000
Q4 2021

Feb 10, 2022

BUY
$30.27 - $33.17 $52,548 - $57,583
1,736 Added 8.27%
22,734 $748,000
Q3 2021

Oct 29, 2021

BUY
$32.45 - $34.78 $96,473 - $103,400
2,973 Added 16.49%
20,998 $681,000
Q2 2021

Aug 10, 2021

BUY
$32.49 - $33.93 $96,787 - $101,077
2,979 Added 19.8%
18,025 $599,000
Q1 2021

May 11, 2021

BUY
$30.2 - $32.56 $236,556 - $255,042
7,833 Added 108.6%
15,046 $486,000
Q4 2020

Feb 08, 2021

BUY
$26.37 - $30.93 $190,206 - $223,098
7,213 New
7,213 $218,000

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
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