Lumature Wealth Partners, LLC Ishares Tr Us Telecommunicatio Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

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 $930,336. This represents 0.37% of its overall portfolio holdings.

Number of Shares

28,338

Previous 23,509 20.54%

Holding current value

$930,336

Previous $544,000 15.07%

% of portfolio

0.37%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

173

Shares Held

14.4M

Call Options Held

205K

Put Options Held

View Full List

About ISHARES TR US TELECOMMUNICATIO

Ticker IYZ
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Lumature Wealth Partners, LLC Ishares Tr Us Telecommunicatio Transaction History