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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-10K- 4.39% |
$217K - $253K
|
218K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7KNew |
$296K - $346K
|
13.7K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06KNew |
$22.9K - $26.7K
|
1.06K
$31.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179KNew |
$3.87M - $4.52M
|
179K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-300- 52.63% |
$6.5K - $7.58K
|
270
$8.03K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-521- 25.89% |
$11.3K - $13.2K
|
1.49K
$44.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.2K- 84.0% |
$90.9K - $106K
|
800
$23.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 3.78% |
$57.1K - $66.7K
|
67.1K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.4K+ 25.55% |
$1.81M - $2.11M
|
410K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21.1KNew |
$456K - $532K
|
21.1K
$626K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
8.68KNew |
$188K - $220K
|
8.68K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
597New |
$12.9K - $15.1K
|
597
$17.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
250KNew |
$5.12M - $5.46M
|
250K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-59.5K- 55.72% |
$1.22M - $1.3M
|
47.3K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.82% |
$40.9 - $43.7
|
247
$7.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-840- 7.33% |
$17.2K - $18.4K
|
10.6K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-86- 40.38% |
$1.76K - $1.88K
|
127
$3.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
84.5KNew |
$1.73M - $1.85M
|
84.5K
$2.51M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$14.4K - $15.4K
|
705
$21K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-9.43KClosed |
$193K - $206K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.96KNew |
$204K - $218K
|
9.96K
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-547K- 97.93% |
$11.2M - $12M
|
11.6K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 15.45% |
$43.8K - $46.8K
|
16K
$476K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $21.9K
|
1K
$29.7K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$346 - $383
|
16
$476
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 17.54% |
$49.4K - $54.7K
|
10.7K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16KNew |
$345K - $382K
|
16K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.1K- 46.53% |
$240K - $265K
|
12.8K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3KNew |
$764K - $845K
|
35.3K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.63K- 32.39% |
$100K - $111K
|
9.67K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
153New |
$3.31K - $3.66K
|
153
$4.55K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
218New |
$4.71K - $5.21K
|
218
$6.48K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 0.43% |
$1.08K - $1.2K
|
11.7K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 88.46% |
$497 - $550
|
49
$1.46K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
45New |
$973 - $1.08K
|
45
$1.34K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-45- 50.0% |
$973 - $1.08K
|
45
$1.34K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 10.18% |
$33.4K - $37K
|
16.7K
$498K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 33.33% |
$1.08K - $1.2K
|
100
$2.97K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
706New |
$14K - $16.1K
|
706
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
118KNew |
$2.34M - $2.69M
|
118K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-775Closed |
$15.4K - $17.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-314- 75.85% |
$6.25K - $7.17K
|
100
$2.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
126KNew |
$2.5M - $2.87M
|
126K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
115KNew |
$2.28M - $2.61M
|
115K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81+ 115.71% |
$1.61K - $1.85K
|
151
$4.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2KNew |
$820K - $940K
|
41.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.99K - $2.28K
|
100
$2.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19.2KNew |
$382K - $438K
|
19.2K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
75+ 0.29% |
$1.49K - $1.71K
|
26.3K
$783K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
535New |
$10.6K - $12.2K
|
535
$15.9K
|
|