Retirement Planning Group Ishares Tr Us Telecommunicatio Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Retirement Planning Group holds 38,671 shares of IYZ stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

38,671

Previous 21,160 82.76%

Holding current value

$1.01 Million

Previous $567,000 86.07%

% of portfolio

0.07%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$26.51 - $28.57 $464,216 - $500,289	17,511 Added 82.76%	38,671 $1.06 Million
Q4 2024 Feb 18, 2025	BUY	$25.22 - $28.15 $21,764 - $24,293	863 Added 4.25%	21,160 $567,000
Q3 2024 Oct 10, 2024	BUY	$21.65 - $25.28 $35,029 - $40,903	1,618 Added 8.66%	20,297 $512,000
Q2 2024 Jul 12, 2024	SELL	$20.47 - $21.85 $567,899 - $606,184	-27,743 Reduced 59.76%	18,679 $405,000
Q4 2023 Jan 12, 2024	BUY	$19.9 - $22.82 $438,018 - $502,291	22,011 Added 90.17%	46,422 $1.06 Million
Q3 2023 Oct 24, 2023	SELL	$21.07 - $22.86 $54,276 - $58,887	-2,576 Reduced 9.55%	24,411 $519,000
Q2 2023 Jul 24, 2023	SELL	$20.98 - $23.09 $7,133 - $7,850	-340 Reduced 1.24%	26,987 $596,000
Q4 2022 Jan 18, 2023	BUY	$20.4 - $23.77 $58,527 - $68,196	2,869 Added 11.73%	27,327 $0
Q3 2022 Oct 13, 2022	BUY	$20.88 - $27.03 $510,683 - $661,099	24,458 New	24,458 $511,000

Others Institutions Holding IYZ

# of Institutions

164

Shares Held

14.6M

Call Options Held

109K

Put Options Held

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About ISHARES TR US TELECOMMUNICATIO

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Retirement Planning Group Ishares Tr Us Telecommunicatio Transaction History