Purchases and Sales Made in Q1 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US TELECOMMUNICATIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
944K+ 42.69% |
$20.8M - $23.7M
|
3.16M
$85M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
353KNew |
$7.77M - $8.87M
|
353K
$9.51M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
136KNew |
$2.99M - $3.42M
|
136K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63.2K+ 113.77% |
$1.39M - $1.59M
|
119K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
60.5KNew |
$1.33M - $1.52M
|
60.5K
$1.63M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50.4K+ 278.55% |
$1.11M - $1.27M
|
68.5K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$970K - $1.11M
|
44.1K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
32.3KNew |
$711K - $812K
|
32.3K
$870K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.8K+ 56.0% |
$435K - $497K
|
55.1K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.5K+ 35.43% |
$406K - $464K
|
70.6K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
14.9KNew |
$328K - $375K
|
14.9K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$222K - $253K
|
10.1K
$271K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.33K+ 26.04% |
$205K - $235K
|
45.2K
$1.22M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
8.82KNew |
$194K - $222K
|
8.82K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.33K+ 14.73% |
$183K - $210K
|
64.9K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.62K+ 4.93% |
$124K - $141K
|
120K
$3.22M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
5.22K+ 8.61% |
$115K - $131K
|
65.9K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.54K+ 20.52% |
$99.9K - $114K
|
26.7K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.1K+ 99.47% |
$90.1K - $103K
|
8.22K
$221K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.13KNew |
$68.8K - $78.6K
|
3.13K
$84.3K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
2.24K+ 13.42% |
$49.2K - $56.2K
|
18.9K
$509K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.84KNew |
$40.5K - $46.3K
|
1.84K
$49.7K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.26% |
$38.2K - $43.6K
|
55K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.73K+ 87.22% |
$38K - $43.4K
|
3.71K
$99.9K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.65K+ 11.38% |
$36.3K - $41.5K
|
16.1K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.7% |
$31K - $35.4K
|
84.2K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.38K+ 7.9% |
$30.4K - $34.7K
|
18.9K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.35KNew |
$29.7K - $34K
|
1.35K
$36.4K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.04K+ 10.45% |
$22.9K - $26.2K
|
11K
$297K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
468+ 16.53% |
$10.3K - $11.8K
|
3.3K
$88.9K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
380+ 15.59% |
$8.36K - $9.55K
|
2.82K
$75.9K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
301+ 0.55% |
$6.62K - $7.57K
|
54.6K
$1.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
169+ 0.33% |
$3.72K - $4.25K
|
52K
$1.4M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
150New |
$3.3K - $3.77K
|
150
$4.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
109New |
$2.4K - $2.74K
|
109
$2.94K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54+ 0.57% |
$1.19K - $1.36K
|
9.52K
$257K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$924 - $1.06K
|
42
$1.13K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
29+ 0.33% |
$638 - $729
|
8.84K
$238K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.77% |
$220 - $251
|
1.31K
$35.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.75% |
$176 - $201
|
1.08K
$29K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.68% |
$110 - $126
|
742
$20K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.25% |
$22 - $25.1
|
400
$10.8K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-44Closed |
$968 - $1.11K
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45- 51.72% |
$990 - $1.13K
|
42
$1.13K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-165- 35.48% |
$3.63K - $4.15K
|
300
$8.08K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-228- 0.96% |
$5.02K - $5.73K
|
23.5K
$633K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-268- 1.45% |
$5.9K - $6.74K
|
18.2K
$489K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-356- 82.6% |
$7.83K - $8.95K
|
75
$2.02K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-373- 53.06% |
$8.21K - $9.38K
|
330
$8.89K
|