Purchases and Sales Made in Q4 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
578K+ 33.79% |
$11.5M - $13.2M
|
2.29M
$61.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
472K+ 26.0% |
$9.4M - $10.8M
|
2.29M
$61.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
447K+ 103.52% |
$8.89M - $10.2M
|
879K
$23.7M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
337KNew |
$6.71M - $7.69M
|
337K
$9.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
323KNew |
$6.43M - $7.38M
|
323K
$8.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
200KNew |
$3.98M - $4.56M
|
200K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
126KNew |
$2.5M - $2.87M
|
126K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
118KNew |
$2.34M - $2.69M
|
118K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
115KNew |
$2.28M - $2.61M
|
115K
$3.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
94.5KNew |
$1.88M - $2.16M
|
94.5K
$2.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
87.8K+ 21.85% |
$1.75M - $2M
|
490K
$13.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.8K+ 91.91% |
$1.21M - $1.39M
|
127K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54.1K+ 73.88% |
$1.08M - $1.24M
|
127K
$3.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
51KNew |
$1.02M - $1.16M
|
51K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.9K+ 84.07% |
$853K - $979K
|
93.9K
$2.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2KNew |
$820K - $940K
|
41.2K
$1.11M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.2KNew |
$661K - $758K
|
33.2K
$895K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.1K+ 7.57% |
$480K - $550K
|
342K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.9KNew |
$475K - $544K
|
23.9K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$466K - $535K
|
23.4K
$631K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
22K+ 90.17% |
$438K - $502K
|
46.4K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19.2KNew |
$382K - $438K
|
19.2K
$516K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19K+ 197.88% |
$377K - $433K
|
28.6K
$769K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$317K - $364K
|
15.9K
$430K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.2KNew |
$302K - $346K
|
15.2K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
13.7KNew |
$273K - $314K
|
13.7K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7KNew |
$254K - $291K
|
12.7K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12KNew |
$238K - $273K
|
12K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$237K - $272K
|
11.9K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1KNew |
$221K - $253K
|
11.1K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 53.85% |
$217K - $249K
|
31.1K
$839K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.18KNew |
$183K - $210K
|
9.18K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.9K+ 8.99% |
$177K - $203K
|
108K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.83K+ 40.01% |
$176K - $202K
|
30.9K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.79K+ 96.6% |
$175K - $201K
|
17.9K
$482K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.3K+ 36.39% |
$125K - $144K
|
23.6K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.85K+ 33.56% |
$96.5K - $111K
|
19.3K
$520K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.48K+ 30.42% |
$89.2K - $102K
|
19.2K
$518K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.29K+ 21.27% |
$45.5K - $52.2K
|
13K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 6.18% |
$43.4K - $49.8K
|
37.5K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 2.13% |
$38.8K - $44.5K
|
93.7K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.91K+ 14.41% |
$37.9K - $43.5K
|
15.1K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 14.68% |
$33.9K - $38.9K
|
13.3K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.45KNew |
$28.8K - $33K
|
1.45K
$39K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
941+ 5.08% |
$18.7K - $21.5K
|
19.5K
$524K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
904New |
$18K - $20.6K
|
904
$24.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
800New |
$15.9K - $18.3K
|
800
$21.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
717New |
$14.3K - $16.4K
|
717
$19.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
706New |
$14K - $16.1K
|
706
$19K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
539New |
$10.7K - $12.3K
|
539
$14.5K
|