Latest Institutional Transactions on Ishares Tr Us Telecommunicatio (IYZ)
This table provides information on the latest institutional transactions involving Ishares Tr Us Telecommunicatio (IYZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
165KNew |
$4.84M - $5.34M
|
165K
$5.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.24K+ 2.45% |
$94.7K - $105K
|
135K
$4.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-315- 29.17% |
$9.22K - $10.2K
|
765
$25.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-6- 0.02% |
$176 - $194
|
37.5K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-335- 38.91% |
$9.81K - $10.8K
|
526
$17.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 3.61% |
$54.1K - $59.7K
|
53.1K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
711+ 3.9% |
$20.8K - $23K
|
19K
$622K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-431- 0.59% |
$12.6K - $13.9K
|
72.1K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$477K - $527K
|
16.3K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.41KNew |
$188K - $207K
|
6.41K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$673 - $743
|
10.2K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.19K+ 15.51% |
$34.7K - $38.3K
|
8.84K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18+ 0.24% |
$527 - $581
|
7.39K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.5K+ 134.28% |
$775K - $855K
|
46.2K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175K+ 2430.87% |
$5.13M - $5.66M
|
183K
$5.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
22.2KNew |
$648K - $716K
|
22.2K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
10.9KNew |
$318K - $351K
|
10.9K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15+ 0.12% |
$439 - $484
|
12.1K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 1.43% |
$820 - $904
|
1.93K
$63.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
122KNew |
$3.58M - $3.95M
|
122K
$4.02M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25.9K- 71.11% |
$758K - $837K
|
10.5K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-687- 9.8% |
$20.1K - $22.2K
|
6.32K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
30.5KNew |
$891K - $984K
|
30.5K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
54.9KNew |
$1.61M - $1.77M
|
54.9K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-472- 0.62% |
$13.8K - $15.2K
|
75.2K
$2.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
296+ 0.96% |
$8.66K - $9.56K
|
31.2K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
271KNew |
$7.92M - $8.74M
|
271K
$8.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
33+ 0.39% |
$966 - $1.07K
|
8.49K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-217- 2.07% |
$6.35K - $7.01K
|
10.3K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
920+ 2.61% |
$26.9K - $29.7K
|
36.2K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-12.4K- 5.57% |
$364K - $401K
|
211K
$6.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 18220.0% |
$160K - $177K
|
5.5K
$180K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.21KNew |
$182K - $201K
|
6.21K
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-29.7K- 24.35% |
$870K - $960K
|
92.3K
$3.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19.3KNew |
$566K - $624K
|
19.3K
$635K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
41.8K+ 124.68% |
$1.22M - $1.35M
|
75.4K
$2.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
40K+ 38.82% |
$1.17M - $1.29M
|
143K
$4.69M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.6K+ 16.51% |
$555K - $674K
|
160K
$5.24M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.33KNew |
$155K - $188K
|
6.33K
$208K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.1K+ 9.43% |
$297K - $360K
|
140K
$4.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
303K+ 19.86% |
$7.43M - $9.02M
|
1.83M
$60M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
68.2KNew |
$1.67M - $2.03M
|
68.2K
$2.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.21K+ 3.55% |
$29.7K - $36.1K
|
35.3K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.19K- 2.39% |
$201K - $244K
|
335K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-278K- 16.24% |
$6.83M - $8.29M
|
1.44M
$47.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-112K- 41.83% |
$2.75M - $3.34M
|
156K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$695K - $844K
|
28.3K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.2KNew |
$226K - $274K
|
9.2K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-42.2K- 70.81% |
$1.04M - $1.26M
|
17.4K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.01KNew |
$221K - $268K
|
9.01K
$296K
|
|