Purchases and Sales Made in Q4 2025 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 2025. 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 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28.4KNew |
$907K - $943K
|
28.4K
$914K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
21.9K+ 8.09% |
$698K - $727K
|
293K
$9.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.5K+ 8.31% |
$559K - $581K
|
228K
$7.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$193K - $201K
|
6.04K
$194K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.52K+ 9.73% |
$112K - $117K
|
39.7K
$1.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$56.1K - $58.3K
|
1.76K
$56.6K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
264+ 1.05% |
$8.42K - $8.76K
|
25.5K
$819K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
254+ 3.13% |
$8.1K - $8.43K
|
8.38K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
199+ 1.84% |
$6.35K - $6.6K
|
11K
$354K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
117New |
$3.73K - $3.88K
|
117
$3.77K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
69New |
$2.2K - $2.29K
|
69
$2.22K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
29+ 0.34% |
$925 - $963
|
8.52K
$274K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.15% |
$255 - $266
|
5.5K
$177K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-130- 0.35% |
$4.15K - $4.31K
|
37.4K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-252- 0.81% |
$8.04K - $8.36K
|
30.9K
$994K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-414- 4.03% |
$13.2K - $13.7K
|
9.86K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-474- 53.5% |
$15.1K - $15.7K
|
412
$13.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-517- 5.05% |
$16.5K - $17.2K
|
9.72K
$313K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-624- 0.7% |
$19.9K - $20.7K
|
89K
$2.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.29K- 2.98% |
$41.1K - $42.8K
|
41.9K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.79K- 26.54% |
$89.1K - $92.7K
|
7.73K
$249K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.75K- 9.36% |
$215K - $224K
|
65.3K
$2.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.27K- 59.97% |
$296K - $308K
|
6.19K
$199K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-11.4K- 12.36% |
$364K - $379K
|
80.9K
$2.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23.5K- 12.87% |
$749K - $780K
|
159K
$5.12M
|
|