Latest Institutional Transactions on Ishares Tr Us Telecommunicatio (IYZ)
This table provides information on the latest institutional transactions involving Ishares Tr Us Telecommunicatio (IYZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 109.35% |
$3.83K - $4.28K
|
291
$7.99K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
52.8KNew |
$1.33M - $1.49M
|
52.8K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
25.6K+ 102.35% |
$646K - $720K
|
50.6K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 1.32% |
$50.4 - $56.3
|
150
$4.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
137KNew |
$3.45M - $3.85M
|
137K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 5.39% |
$65.9K - $73.6K
|
51.1K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.28K+ 4.12% |
$57.4K - $64.1K
|
57.5K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.06% |
$126 - $141
|
8.61K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-240- 0.9% |
$6.05K - $6.76K
|
26.6K
$729K
|
|
|
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
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
900+ 301.0% |
$22.7K - $25.3K
|
1.2K
$32.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$7.99K - $8.92K
|
317
$8.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
31New |
$782 - $873
|
31
$851
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-283K- 99.84% |
$7.14M - $7.97M
|
449
$12.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
308KNew |
$7.77M - $8.68M
|
308K
$8.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483KNew |
$12.2M - $13.6M
|
483K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.41KNew |
$212K - $237K
|
8.41K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.46KNew |
$239K - $266K
|
9.46K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.06K- 30.01% |
$153K - $171K
|
14.1K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.52% |
$101 - $113
|
772
$21.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.5KNew |
$1.5M - $1.68M
|
59.5K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.77KNew |
$221K - $247K
|
8.77K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-3.18K- 17.7% |
$80.1K - $89.4K
|
14.8K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.01KNew |
$202K - $225K
|
8.01K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$832 - $929
|
33
$906
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30.5KNew |
$768K - $858K
|
30.5K
$837K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
194KNew |
$4.89M - $5.46M
|
194K
$5.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
18.6KNew |
$468K - $523K
|
18.6K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26.5KNew |
$668K - $746K
|
26.5K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$5.62M - $6.27M
|
223K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.7KNew |
$370K - $413K
|
14.7K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
97.8KNew |
$2.47M - $2.75M
|
97.8K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-818- 6.48% |
$20.6K - $23K
|
11.8K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.2KNew |
$358K - $399K
|
14.2K
$389K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.46K- 17.24% |
$61.9K - $69.1K
|
11.8K
$324K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 12.9% |
$237K - $277K
|
74K
$2.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.4K+ 1.84% |
$30.3K - $35.4K
|
77.6K
$2.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.14K- 1.55% |
$133K - $155K
|
389K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.4K- 3.59% |
$311K - $363K
|
386K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.52K- 8.72% |
$33K - $38.5K
|
15.9K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57.7K- 74.41% |
$1.25M - $1.46M
|
19.9K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
138KNew |
$2.98M - $3.48M
|
138K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109KNew |
$2.36M - $2.76M
|
109K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-100K- 64.77% |
$2.17M - $2.53M
|
54.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-811- 0.85% |
$17.6K - $20.5K
|
94.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.09K- 10.4% |
$45.3K - $52.9K
|
18K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.9K- 1.69% |
$626K - $731K
|
1.68M
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
75+ 0.19% |
$1.62K - $1.9K
|
38.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58+ 3.82% |
$1.26K - $1.47K
|
1.58K
$43.3K
|
|