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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.9K- 67.3% |
$1.22M - $1.31M
|
22.3K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
119+ 1.47% |
$3.15K - $3.4K
|
8.22K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-150K- 97.47% |
$3.97M - $4.27M
|
3.88K
$115K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
214K+ 393.17% |
$5.67M - $6.11M
|
268K
$7.98M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.92KNew |
$263K - $283K
|
9.92K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
40New |
$1.06K - $1.14K
|
40
$1.19K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 22.5% |
$13.3K - $14.3K
|
1.72K
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.6K- 77.15% |
$706K - $761K
|
7.89K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
122KNew |
$3.24M - $3.49M
|
122K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.36K- 44.18% |
$195K - $210K
|
9.3K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
75.7K+ 1000.7% |
$2.01M - $2.16M
|
83.2K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 23.78% |
$2.78M - $3M
|
336K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.47K+ 41.86% |
$172K - $185K
|
21.9K
$653K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-134K- 84.89% |
$3.54M - $3.82M
|
23.8K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-154K- 54.35% |
$4.09M - $4.41M
|
130K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-156- 53.61% |
$4.14K - $4.46K
|
135
$4.01K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-424- 1.83% |
$11.2K - $12.1K
|
22.7K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 19.74% |
$13.5K - $14.6K
|
2.07K
$61.7K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
27.3KNew |
$725K - $781K
|
27.3K
$813K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.75K- 16.03% |
$72.8K - $78.5K
|
14.4K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-752- 7.95% |
$19.9K - $21.5K
|
8.71K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.59KNew |
$228K - $245K
|
8.59K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-15.6K- 29.5% |
$413K - $445K
|
37.2K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
15.3KNew |
$405K - $436K
|
15.3K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-142- 0.19% |
$3.76K - $4.06K
|
75.2K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
600New |
$15.9K - $17.1K
|
600
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.64K- 30.37% |
$150K - $161K
|
12.9K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.42K- 3.36% |
$90.6K - $97.6K
|
98.2K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
56K+ 210.79% |
$1.48M - $1.6M
|
82.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
97+ 0.19% |
$2.57K - $2.77K
|
51.2K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.92K- 20.65% |
$77.4K - $83.4K
|
11.2K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-528- 1.99% |
$14K - $15.1K
|
26K
$772K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.6KNew |
$42.4K - $45.7K
|
1.6K
$47.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.32KNew |
$35K - $37.7K
|
1.32K
$39.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
145+ 17.73% |
$3.84K - $4.14K
|
963
$28.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.3KNew |
$564K - $608K
|
21.3K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.8K+ 98.65% |
$2.41M - $2.59M
|
183K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.3KNew |
$617K - $665K
|
23.3K
$692K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$308K - $331K
|
11.6K
$345K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
31+ 0.37% |
$822 - $886
|
8.44K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-176- 0.46% |
$4.67K - $5.03K
|
38.2K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-818- 9.5% |
$21.7K - $23.4K
|
7.79K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.19KNew |
$31.5K - $33.9K
|
1.19K
$35.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$106 - $114
|
776
$23.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-909- 7.7% |
$24.1K - $26K
|
10.9K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17.5K+ 82.76% |
$464K - $500K
|
38.7K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.32K- 3.85% |
$35K - $37.7K
|
33K
$981K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
11.7K+ 12.01% |
$311K - $336K
|
110K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.82KNew |
$207K - $224K
|
7.82K
$233K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.14K- 9.66% |
$30.2K - $32.5K
|
10.7K
$317K
|