Schwarz Dygos Wheeler Investment Advisors LLC Ishares Tr Us Telecommunicatio Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 21,415 shares of IYZ stock, worth $708,622. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,415
Previous 22,733 5.8%
Holding current value
$708,622
Previous $622,000 2.41%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$24.53 - $29.78 $32,330 - $39,250
-1,318 Reduced 5.8%
21,415 $637,000
Q1 2025

May 02, 2025
SELL
$26.51 - $28.57 $11,240 - $12,113
-424 Reduced 1.83%
22,733 $622,000
Q4 2024

Feb 07, 2025
BUY
$25.22 - $28.15 $584,019 - $651,869
23,157 New
23,157 $621,000

Others Institutions Holding IYZ

# of Institutions
167
Shares Held
13.7M
Call Options Held
205K
Put Options Held
0
View Full List

About ISHARES TR US TELECOMMUNICATIO

IYZ Quotes by TradingView
  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email