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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
633KNew |
$16M - $17.8M
|
633K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
541KNew |
$13.6M - $15.2M
|
541K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483KNew |
$12.2M - $13.6M
|
483K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
356KNew |
$8.98M - $10M
|
356K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
308KNew |
$7.77M - $8.68M
|
308K
$8.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278K+ 4047.12% |
$7.01M - $7.82M
|
285K
$7.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$5.62M - $6.27M
|
223K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
194KNew |
$4.89M - $5.46M
|
194K
$5.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
137KNew |
$3.45M - $3.85M
|
137K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
97.8KNew |
$2.47M - $2.75M
|
97.8K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
92.3KNew |
$2.33M - $2.6M
|
92.3K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.5KNew |
$1.5M - $1.68M
|
59.5K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.6KNew |
$1.48M - $1.65M
|
58.6K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
52.8KNew |
$1.33M - $1.49M
|
52.8K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
52KNew |
$1.31M - $1.46M
|
52K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 115.97% |
$923K - $1.03M
|
68.1K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.5KNew |
$871K - $972K
|
34.5K
$965K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30.5KNew |
$768K - $858K
|
30.5K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.5KNew |
$668K - $746K
|
26.5K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
25.6K+ 102.35% |
$646K - $720K
|
50.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$584K - $652K
|
23.2K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.6KNew |
$495K - $553K
|
19.6K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
18.6KNew |
$468K - $523K
|
18.6K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5KNew |
$390K - $435K
|
15.5K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.7KNew |
$370K - $413K
|
14.7K
$410K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.2KNew |
$358K - $399K
|
14.2K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.46KNew |
$239K - $266K
|
9.46K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.77KNew |
$221K - $247K
|
8.77K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.74KNew |
$220K - $246K
|
8.74K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$212K - $237K
|
8.41K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.01KNew |
$202K - $225K
|
8.01K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.33K+ 49.98% |
$83.9K - $93.6K
|
9.98K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 5.39% |
$65.9K - $73.6K
|
51.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.28K+ 4.12% |
$57.4K - $64.1K
|
57.5K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.65K+ 4.66% |
$41.7K - $46.5K
|
37.1K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
900+ 301.0% |
$22.7K - $25.3K
|
1.2K
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$7.99K - $8.92K
|
317
$8.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 109.35% |
$3.83K - $4.28K
|
291
$8.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125New |
$3.15K - $3.52K
|
125
$3.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$1.26K - $1.41K
|
50
$1.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.2% |
$883 - $985
|
17.1K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$832 - $929
|
33
$922
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
31New |
$782 - $873
|
31
$866
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.06% |
$126 - $141
|
8.61K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.49% |
$101 - $113
|
818
$22.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$101 - $113
|
772
$21.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 6.67% |
$75.7 - $84.4
|
48
$1.34K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 1.32% |
$50.4 - $56.3
|
150
$4.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-61- 49.59% |
$1.54K - $1.72K
|
62
$1.73K
|