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 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$6.32K - $6.86K
|
300
$8.16K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.67K+ 38.54% |
$77K - $84.8K
|
13.2K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.83K+ 20.54% |
$101K - $112K
|
28.3K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.1K- 28.53% |
$107K - $118K
|
12.8K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
800New |
$16.8K - $18.5K
|
800
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59.6K+ 676.26% |
$1.25M - $1.38M
|
68.5K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13KNew |
$272K - $299K
|
13K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400- 57.14% |
$8.39K - $9.24K
|
300
$8.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.6K- 35.01% |
$265K - $292K
|
23.4K
$638K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-40- 3.45% |
$839 - $924
|
1.12K
$30.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-983- 14.13% |
$20.6K - $22.7K
|
5.97K
$162K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.24K- 11.74% |
$26K - $28.6K
|
9.32K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.45K- 40.71% |
$135K - $149K
|
9.39K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
CALL |
-300- 21.43% |
$6.29K - $6.93K
|
1.1K
$29.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$12.6K - $13.9K
|
600
$16.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-495- 37.67% |
$10.4K - $11.4K
|
819
$22.3K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
150New |
$3.3K - $3.77K
|
150
$4.08K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.14KClosed |
$69K - $78.8K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-373- 53.06% |
$8.21K - $9.38K
|
330
$8.98K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.6K- 9.51% |
$35.3K - $40.3K
|
15.3K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.62K+ 4.93% |
$124K - $141K
|
120K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.09K- 14.26% |
$112K - $128K
|
30.6K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.26% |
$38.2K - $43.6K
|
55K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.38K+ 7.9% |
$30.4K - $34.7K
|
18.9K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-6.13K- 8.0% |
$135K - $154K
|
70.5K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.84KNew |
$40.5K - $46.3K
|
1.84K
$50.1K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
14.9KNew |
$328K - $375K
|
14.9K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.15K- 55.11% |
$179K - $205K
|
6.64K
$181K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 8.55% |
$24.1K - $27.5K
|
11.7K
$318K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$970K - $1.11M
|
44.1K
$1.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.27K- 21.26% |
$50K - $57.2K
|
8.42K
$229K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
136KNew |
$2.99M - $3.42M
|
136K
$3.7M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$2.47K - $2.88K
|
121
$3.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
425New |
$8.67K - $10.1K
|
425
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
241New |
$4.92K - $5.73K
|
241
$6.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
56.4KNew |
$1.15M - $1.34M
|
56.4K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$220K - $256K
|
10.8K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
50.9KNew |
$1.04M - $1.21M
|
50.9K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.5KNew |
$438K - $511K
|
21.5K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100KNew |
$2.04M - $2.38M
|
100K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
17New |
$347 - $404
|
17
$463
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
683KNew |
$13.9M - $16.2M
|
683K
$18.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
167New |
$3.41K - $3.97K
|
167
$4.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
833New |
$17K - $19.8K
|
833
$22.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.01KNew |
$184K - $214K
|
9.01K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
41.7KNew |
$850K - $990K
|
41.7K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
9.1KNew |
$186K - $216K
|
9.1K
$248K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
16.3KNew |
$333K - $388K
|
16.3K
$444K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
850New |
$17.3K - $20.2K
|
850
$23.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
15.6KNew |
$318K - $371K
|
15.6K
$425K
|
|