Veritable, L.P. Ishares Tr Us Telecommunicatio Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$20.98 - $23.09 $264,872 - $291,511	-12,625 Reduced 35.01%	23,432 $517,000
Q4 2022 Feb 14, 2023	BUY	$20.4 - $23.77 $515,099 - $600,192	25,250 Added 233.64%	36,057 $808,000
Q2 2022 Aug 15, 2022	SELL	$23.96 - $30.44 $69,148 - $87,849	-2,886 Reduced 21.08%	10,807 $272,000
Q1 2022 May 11, 2022	BUY	$28.69 - $33.15 $74,020 - $85,527	2,580 Added 23.22%	13,693 $409,000
Q1 2021 May 17, 2021	BUY	$30.2 - $32.56 $34,820 - $37,541	1,153 Added 11.58%	11,113 $359,000
Q4 2020 Feb 11, 2021	SELL	$26.37 - $30.93 $102,210 - $119,884	-3,876 Reduced 28.01%	9,960 $301,000
Q2 2020 Aug 14, 2020	SELL	$24.07 - $29.74 $30,929 - $38,215	-1,285 Reduced 8.5%	13,836 $381,000
Q1 2020 May 13, 2020	SELL	$22.65 - $30.78 $883 - $1,200	-39 Reduced 0.26%	15,121 $376,000
Q4 2019 Feb 14, 2020	SELL	$28.26 - $29.97 $3,475 - $3,686	-123 Reduced 0.8%	15,160 $453,000
Q3 2019 Nov 12, 2019	SELL	$27.65 - $30.64 $69,788 - $77,335	-2,524 Reduced 14.17%	15,283 $446,000
Q4 2018 Feb 14, 2019	SELL	$24.71 - $29.79 $560,842 - $676,143	-22,697 Reduced 56.04%	17,807 $469,000
Q3 2018 Nov 14, 2018	SELL	$27.56 - $30.08 $477,559 - $521,226	-17,328 Reduced 29.96%	40,504 $1.21 Million
Q2 2018 Aug 13, 2018	SELL	$26.51 - $28.06 $56,201 - $59,487	-2,120 Reduced 3.54%	57,832 $1.59 Million
Q1 2018 May 14, 2018	SELL	$26.68 - $29.73 $210,798 - $234,896	-7,901 Reduced 11.64%	59,952 $1.62 Million
Q4 2017 Feb 13, 2018	SELL	$27.56 - $31.9 $176,769 - $204,606	-6,414 Reduced 8.64%	67,853 $2 Million
Q3 2017 Nov 14, 2017	BUY	$30.41 - $30.78 $2.26 Million - $2.29 Million	74,267	74,267 $2.26 Million

Others Institutions Holding IYZ

# of Institutions

151

Shares Held

10.3M

Call Options Held

59.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.71M
Shares

$48.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.52M
Shares

$43.4 Million
0.0% of portfolio
Citigroup Inc

967K
Shares

$27.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

474K
Shares

$13.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$11.7 Million
0.01% of portfolio

About ISHARES TR US TELECOMMUNICATIO

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