Purchases and Sales Made in Q4 2024 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.46KNew |
$239K - $266K
|
9.46K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.3KNew |
$234K - $262K
|
9.3K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.77KNew |
$221K - $247K
|
8.77K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.74KNew |
$220K - $246K
|
8.74K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$212K - $237K
|
8.41K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.01KNew |
$202K - $225K
|
8.01K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.56KNew |
$191K - $213K
|
7.56K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 36.18% |
$165K - $184K
|
24.6K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.62K+ 3.84% |
$91.3K - $102K
|
97.8K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.44K+ 2.88% |
$86.9K - $96.9K
|
123K
$3.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.33K+ 49.98% |
$83.9K - $93.6K
|
9.98K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.22KNew |
$81.1K - $90.5K
|
3.22K
$91.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3KNew |
$75.7K - $84.5K
|
3K
$85.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71K+ 0.16% |
$68.2K - $76.2K
|
1.68M
$47.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 5.39% |
$65.9K - $73.6K
|
51.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.28K+ 4.12% |
$57.4K - $64.1K
|
57.5K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.65K+ 4.66% |
$41.7K - $46.5K
|
37.1K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
900+ 301.0% |
$22.7K - $25.3K
|
1.2K
$34.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
863+ 4.25% |
$21.8K - $24.3K
|
21.2K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
365New |
$9.21K - $10.3K
|
365
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$7.99K - $8.92K
|
317
$9.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 109.35% |
$3.83K - $4.28K
|
291
$8.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125New |
$3.15K - $3.52K
|
125
$3.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$1.26K - $1.41K
|
50
$1.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
49+ 0.61% |
$1.24K - $1.38K
|
8.1K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.2% |
$883 - $985
|
17.1K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$832 - $929
|
33
$938
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
32New |
$807 - $901
|
32
$909
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
31New |
$782 - $873
|
31
$881
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.06% |
$126 - $141
|
8.61K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$101 - $113
|
772
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.49% |
$101 - $113
|
818
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 6.67% |
$75.7 - $84.4
|
48
$1.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.14% |
$50.4 - $56.3
|
1.46K
$41.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$25.2 - $28.2
|
54.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 1.32% |
$50.4 - $56.3
|
150
$4.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-61- 49.59% |
$1.54K - $1.72K
|
62
$1.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-199- 12.62% |
$5.02K - $5.6K
|
1.38K
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-208- 6.27% |
$5.25K - $5.86K
|
3.11K
$88.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-240- 0.9% |
$6.05K - $6.76K
|
26.6K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-258- 0.67% |
$6.51K - $7.26K
|
38.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-273- 0.32% |
$6.89K - $7.68K
|
84.2K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-394- 7.14% |
$9.94K - $11.1K
|
5.12K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-493- 0.55% |
$12.4K - $13.9K
|
88.4K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-515- 2.31% |
$13K - $14.5K
|
21.8K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-818- 6.48% |
$20.6K - $23K
|
11.8K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-895- 4.23% |
$22.6K - $25.2K
|
20.3K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-904- 1.02% |
$22.8K - $25.4K
|
87.7K
$2.49M
|