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 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776Closed |
$22.3K - $25.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-119KClosed |
$3.42M - $3.95M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$2.87K - $3.32K
|
100
$2.72K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10New |
$287 - $332
|
10
$272
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-68.9KClosed |
$1.98M - $2.28M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-6.26KClosed |
$180K - $207K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$8.61K - $9.95K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.2KClosed |
$380K - $439K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.2K- 71.26% |
$178K - $206K
|
2.5K
$68K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-33.7K- 40.18% |
$966K - $1.12M
|
50.1K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-32.6K- 97.92% |
$936K - $1.08M
|
692
$18.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59KClosed |
$1.69M - $1.96M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-16.9KClosed |
$485K - $561K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$43.8K - $50.6K
|
1.53K
$41.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-8.67KClosed |
$249K - $287K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21Closed |
$602 - $696
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-61Closed |
$1.75K - $2.02K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10.8KClosed |
$309K - $357K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-606Closed |
$17.4K - $20.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-117Closed |
$3.36K - $3.88K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.22KClosed |
$178K - $206K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.76KNew |
$53.2K - $58.2K
|
1.76K
$47.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-482Closed |
$14.6K - $16K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$57.2K - $62.7K
|
1.89K
$51.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59KClosed |
$48.1K - $52.7K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.99KNew |
$60.2K - $66K
|
1.99K
$54.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
19+ 67.86% |
$575 - $630
|
47
$1.28K
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-26.6KClosed |
$804K - $881K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.33MClosed |
$101M - $110M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
90New |
$2.72K - $2.99K
|
90
$2.45K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-200Closed |
$6.05K - $6.63K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$30.3 - $33.2
|
2.07K
$56.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-49Closed |
$1.48K - $1.63K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.71KClosed |
$120K - $129K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.47KClosed |
$242K - $260K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-507Closed |
$16.5K - $17.6K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.1MClosed |
$35.7M - $38.3M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-166Closed |
$5.39K - $5.77K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
588New |
$19.1K - $20.5K
|
588
$16K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-25Closed |
$811 - $870
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.65KNew |
$53.5K - $57.4K
|
1.65K
$44.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-103Closed |
$3.34K - $3.58K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$520 - $543
|
16
$435
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.6KNew |
$279K - $292K
|
8.6K
$234K
|
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-46KClosed |
$1.5M - $1.56M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.65KClosed |
$151K - $158K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.1KNew |
$392K - $410K
|
12.1K
$328K
|
|
| Q1 2021 | |||||||
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.18KClosed |
$247K - $266K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35New |
$1.06K - $1.14K
|
35
$952
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.19KClosed |
$66.1K - $71.3K
|
0
$0
|
|