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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-277- 69.25% |
$6K - $7K
|
123
$3.35K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.17K+ 4.68% |
$46.9K - $54.8K
|
48.5K
$1.32M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.2K- 84.0% |
$90.9K - $106K
|
800
$21.8K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-223- 83.21% |
$4.83K - $5.64K
|
45
$1.22K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.37% |
$64.9 - $75.8
|
814
$22.1K
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
30.8KNew |
$667K - $778K
|
30.8K
$838K
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
25KNew |
$541K - $632K
|
25K
$680K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 16.53% |
$86.6K - $101K
|
20.2K
$550K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15- 0.05% |
$325 - $379
|
31.5K
$858K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 3.78% |
$57.1K - $66.7K
|
67.1K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.4K+ 25.55% |
$1.81M - $2.11M
|
410K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21.1KNew |
$456K - $532K
|
21.1K
$573K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$130 - $152
|
12.6K
$343K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.84K- 9.71% |
$39.8K - $46.5K
|
17.1K
$465K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
8.68KNew |
$188K - $220K
|
8.68K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.62K+ 8.66% |
$35K - $40.9K
|
20.3K
$552K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
597New |
$12.9K - $15.1K
|
597
$16.2K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1- 0.04% |
$21.7 - $25.3
|
2.58K
$70.3K
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.95K+ 12.16% |
$42.1K - $49.2K
|
17.9K
$488K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-239- 1.65% |
$5.17K - $6.04K
|
14.2K
$388K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
842+ 34.02% |
$17.2K - $18.4K
|
3.32K
$90.3K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.82% |
$40.9 - $43.7
|
247
$6.72K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7K+ 62.18% |
$424K - $453K
|
54K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
250KNew |
$5.12M - $5.46M
|
250K
$6.8M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-59.5K- 55.72% |
$1.22M - $1.3M
|
47.3K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
46.2KNew |
$946K - $1.01M
|
46.2K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.81K+ 6.04% |
$139K - $149K
|
120K
$3.25M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-840- 7.33% |
$17.2K - $18.4K
|
10.6K
$289K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.7KNew |
$853K - $911K
|
41.7K
$1.13M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-86- 40.38% |
$1.76K - $1.88K
|
127
$3.46K
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-112- 1.28% |
$2.29K - $2.45K
|
8.6K
$234K
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
84.5KNew |
$1.73M - $1.85M
|
84.5K
$2.3M
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-9.43KClosed |
$193K - $206K
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$14.4K - $15.4K
|
705
$19.2K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 7.75% |
$205 - $219
|
139
$3.78K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
173+ 1.65% |
$3.54K - $3.78K
|
10.6K
$289K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.96KNew |
$204K - $218K
|
9.96K
$271K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
57.9KNew |
$1.19M - $1.27M
|
57.9K
$1.58M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-547K- 97.93% |
$11.2M - $12M
|
11.6K
$314K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 15.45% |
$43.8K - $46.8K
|
16K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
105New |
$2.15K - $2.29K
|
105
$2.86K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-393- 3.93% |
$8.04K - $8.59K
|
9.6K
$261K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $21.9K
|
1K
$27.2K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$346 - $383
|
16
$435
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 17.54% |
$49.4K - $54.7K
|
10.7K
$292K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
300K+ 150.0% |
$6.49M - $7.18M
|
500K
$13.6M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.6K+ 115.08% |
$445K - $493K
|
38.5K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.1K- 46.53% |
$240K - $265K
|
12.8K
$347K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16KNew |
$345K - $382K
|
16K
$434K
|