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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.12K- 14.55% |
$101K - $123K
|
24.2K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12KNew |
$294K - $356K
|
12K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
281New |
$6.89K - $8.37K
|
281
$9.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
18.5KNew |
$453K - $551K
|
18.5K
$607K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
39K+ 30.09% |
$957K - $1.16M
|
169K
$5.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.02K+ 110.33% |
$221K - $269K
|
17.2K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.7K+ 30.09% |
$262K - $318K
|
46.1K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 3.13% |
$24.5 - $29.8
|
33
$1.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13K+ 55.78% |
$318K - $386K
|
36.2K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
42+ 67.74% |
$1.03K - $1.25K
|
104
$3.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.27K- 24.01% |
$129K - $157K
|
16.7K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-136- 14.12% |
$3.34K - $4.05K
|
827
$27.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
17.5K+ 114.61% |
$429K - $521K
|
32.8K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-74.2K- 75.54% |
$1.82M - $2.21M
|
24K
$788K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12- 0.06% |
$294 - $357
|
21.3K
$699K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.8K+ 48.03% |
$2.15M - $2.61M
|
271K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-801- 9.32% |
$19.6K - $23.9K
|
7.79K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$24.5 - $29.8
|
26K
$852K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
88.7KNew |
$2.18M - $2.64M
|
88.7K
$2.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.6K+ 286.82% |
$555K - $674K
|
30.5K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-6.03K- 82.85% |
$148K - $180K
|
1.25K
$41K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.5K- 12.13% |
$36.8K - $44.7K
|
10.9K
$357K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
75.6KNew |
$1.86M - $2.25M
|
75.6K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 46.67% |
$1.55K - $1.88K
|
72
$2.36K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-47- 0.57% |
$1.15K - $1.4K
|
8.17K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.11KNew |
$27.1K - $32.9K
|
1.11K
$36.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1K+ 44.06% |
$101K - $122K
|
13.4K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.2K+ 200.0% |
$78.5K - $95.3K
|
4.8K
$158K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-884- 1.07% |
$21.7K - $26.3K
|
81.6K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$98.1 - $119
|
780
$25.6K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-688- 4.85% |
$16.9K - $20.5K
|
13.5K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-170- 1.96% |
$4.17K - $5.06K
|
8.51K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.18KNew |
$176K - $214K
|
7.18K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.89KNew |
$46.4K - $56.3K
|
1.89K
$62.1K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-21.9K- 50.53% |
$538K - $654K
|
21.5K
$705K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.11K- 2.72% |
$82.4K - $88.8K
|
111K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1K- 4.59% |
$26.5K - $28.6K
|
20.8K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.6K- 8.92% |
$890K - $959K
|
343K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
20KNew |
$530K - $571K
|
20K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$400K - $431K
|
15.1K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-830- 29.46% |
$22K - $23.7K
|
1.99K
$65.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.95K- 47.41% |
$211K - $227K
|
8.82K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
29.6KNew |
$785K - $846K
|
29.6K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.95K- 5.76% |
$131K - $141K
|
80.9K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
75.7K+ 1000.7% |
$2.01M - $2.16M
|
83.2K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 19.74% |
$13.5K - $14.6K
|
2.07K
$68.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
600New |
$15.9K - $17.1K
|
600
$19.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-752- 7.95% |
$19.9K - $21.5K
|
8.71K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.64K- 30.37% |
$150K - $161K
|
12.9K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.32KNew |
$35K - $37.7K
|
1.32K
$43.3K
|
|