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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1KNew |
$221K - $253K
|
11.1K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 14.68% |
$33.9K - $38.9K
|
13.3K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29- 26.61% |
$577 - $662
|
80
$2.38K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
717New |
$14.3K - $16.4K
|
717
$21.3K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-434- 2.26% |
$8.64K - $9.9K
|
18.7K
$557K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
904New |
$18K - $20.6K
|
904
$26.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.18KNew |
$183K - $210K
|
9.18K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.01% |
$219 - $251
|
1.1K
$32.6K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
11+ 9.57% |
$219 - $251
|
126
$3.75K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 75.0% |
$4.74K - $5.14K
|
75
$2.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$642K - $696K
|
30.5K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$259K - $281K
|
12.3K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
21.9KNew |
$461K - $501K
|
21.9K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
42KNew |
$886K - $961K
|
42K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-381- 54.82% |
$8.03K - $8.71K
|
314
$9.34K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-23- 0.21% |
$485 - $526
|
10.9K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.78K- 36.0% |
$206K - $224K
|
17.4K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$494K - $536K
|
23.4K
$697K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.32K- 2.07% |
$48.9K - $53K
|
110K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.82K- 3.55% |
$38.3K - $41.5K
|
49.3K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$6.32K - $6.86K
|
300
$8.92K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.67K+ 38.54% |
$77K - $84.8K
|
13.2K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.83K+ 20.54% |
$101K - $112K
|
28.3K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13KNew |
$272K - $299K
|
13K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.1K- 28.53% |
$107K - $118K
|
12.8K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59.6K+ 676.26% |
$1.25M - $1.38M
|
68.5K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
800New |
$16.8K - $18.5K
|
800
$23.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400- 57.14% |
$8.39K - $9.24K
|
300
$8.92K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-40- 3.45% |
$839 - $924
|
1.12K
$33.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.6K- 35.01% |
$265K - $292K
|
23.4K
$697K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-983- 14.13% |
$20.6K - $22.7K
|
5.97K
$178K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.24K- 11.74% |
$26K - $28.6K
|
9.32K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.45K- 40.71% |
$135K - $149K
|
9.39K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$12.6K - $13.9K
|
600
$17.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
CALL |
-300- 21.43% |
$6.29K - $6.93K
|
1.1K
$32.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-495- 37.67% |
$10.4K - $11.4K
|
819
$24.4K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
150New |
$3.3K - $3.77K
|
150
$4.46K
|
|
|
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
$9.81K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.26% |
$38.2K - $43.6K
|
55K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.09K- 14.26% |
$112K - $128K
|
30.6K
$910K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.62K+ 4.93% |
$124K - $141K
|
120K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.6K- 9.51% |
$35.3K - $40.3K
|
15.3K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.38K+ 7.9% |
$30.4K - $34.7K
|
18.9K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-6.13K- 8.0% |
$135K - $154K
|
70.5K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.84KNew |
$40.5K - $46.3K
|
1.84K
$54.8K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
14.9KNew |
$328K - $375K
|
14.9K
$443K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 8.55% |
$24.1K - $27.5K
|
11.7K
$348K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$970K - $1.11M
|
44.1K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.27K- 21.26% |
$50K - $57.2K
|
8.42K
$251K
|
|