A detailed history of Williams & Novak, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Williams & Novak, LLC holds 10,865 shares of IYZ stock, worth $356,697. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,865
Previous 10,865 -0.0%
Holding current value
$356,697
Previous $324 Million 8.33%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Jul 24, 2025

SELL
$24.53 - $29.78 $36,795 - $44,670
-1,500 Reduced 12.13%
10,865 $324 Million
Q1 2025

May 15, 2025

SELL
$26.51 - $28.57 $63,624 - $68,568
-2,400 Reduced 16.25%
12,365 $340 Million
Q4 2024

Jan 22, 2025

SELL
$25.22 - $28.15 $80,073 - $89,376
-3,175 Reduced 17.7%
14,765 $396 Million
Q3 2024

Oct 07, 2024

BUY
$21.65 - $25.28 $42,109 - $49,169
1,945 Added 12.16%
17,940 $453 Million
Q2 2024

Jul 12, 2024

BUY
$20.47 - $21.85 $46,159 - $49,271
2,255 Added 16.41%
15,995 $347 Million
Q4 2023

Jan 25, 2024

BUY
$19.9 - $22.82 $273,426 - $313,546
13,740 New
13,740 $313 Million

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.