Purchases and Sales Made in Q1 2024 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-8- 0.32% |
$173 - $191
|
2.48K
$68.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-45- 50.0% |
$973 - $1.08K
|
45
$1.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 33.33% |
$1.08K - $1.2K
|
100
$2.76K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 0.43% |
$1.08K - $1.2K
|
11.7K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-173- 6.44% |
$3.74K - $4.14K
|
2.52K
$69.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-427- 11.2% |
$9.23K - $10.2K
|
3.38K
$93.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-452- 1.46% |
$9.77K - $10.8K
|
30.4K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-605- 2.56% |
$13.1K - $14.5K
|
23K
$634K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-860- 6.68% |
$18.6K - $20.6K
|
12K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.15K- 4.92% |
$24.9K - $27.6K
|
22.3K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-2.1K- 17.37% |
$45.4K - $50.3K
|
9.99K
$276K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 17.54% |
$49.4K - $54.7K
|
10.7K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2.49K- 12.79% |
$53.8K - $59.5K
|
17K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.92K- 15.13% |
$63.1K - $69.8K
|
16.4K
$452K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.32K- 8.86% |
$71.8K - $79.5K
|
34.2K
$943K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.34K- 7.92% |
$72.3K - $80K
|
38.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.59K- 12.51% |
$77.6K - $85.9K
|
25.1K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.03K- 24.21% |
$87K - $96.3K
|
12.6K
$348K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.63K- 32.39% |
$100K - $111K
|
9.67K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.6K- 29.12% |
$121K - $134K
|
13.6K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.58K- 48.92% |
$185K - $205K
|
8.96K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.1K- 46.53% |
$240K - $265K
|
12.8K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.6K- 11.48% |
$316K - $350K
|
113K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15K- 73.34% |
$325K - $360K
|
5.47K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 5.82% |
$341K - $377K
|
255K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 14.22% |
$402K - $444K
|
112K
$3.09M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-18.8K- 55.2% |
$407K - $450K
|
15.3K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28.7K- 30.42% |
$622K - $688K
|
65.8K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.5K- 10.68% |
$790K - $874K
|
306K
$8.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.7K- 48.58% |
$1.33M - $1.47M
|
65.3K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-454K- 51.65% |
$9.81M - $10.9M
|
425K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-550K- 24.03% |
$11.9M - $13.2M
|
1.74M
$48M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-550K- 24.03% |
$11.9M - $13.2M
|
1.74M
$48M
|