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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3KNew |
$764K - $845K
|
35.3K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.8KNew |
$1.03M - $1.14M
|
47.8K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.15K- 4.92% |
$24.9K - $27.6K
|
22.3K
$606K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.63K- 32.39% |
$100K - $111K
|
9.67K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
153New |
$3.31K - $3.66K
|
153
$4.16K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
218New |
$4.71K - $5.21K
|
218
$5.93K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 88.46% |
$497 - $550
|
49
$1.33K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-50- 0.43% |
$1.08K - $1.2K
|
11.7K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
45New |
$973 - $1.08K
|
45
$1.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-45- 50.0% |
$973 - $1.08K
|
45
$1.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.94KNew |
$129K - $142K
|
5.94K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 10.18% |
$33.4K - $37K
|
16.7K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28.7K- 30.42% |
$622K - $688K
|
65.8K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 33.33% |
$1.08K - $1.2K
|
100
$2.72K
|
|
| Q4 2023 | |||||||
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
337KNew |
$6.71M - $7.69M
|
337K
$9.17M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
706New |
$14K - $16.1K
|
706
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-314- 75.85% |
$6.25K - $7.17K
|
100
$2.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-775Closed |
$15.4K - $17.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
118KNew |
$2.34M - $2.69M
|
118K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81+ 115.71% |
$1.61K - $1.85K
|
151
$4.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
115KNew |
$2.28M - $2.61M
|
115K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
126KNew |
$2.5M - $2.87M
|
126K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
457+ 3.94% |
$9.09K - $10.4K
|
12K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2KNew |
$820K - $940K
|
41.2K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
535New |
$10.6K - $12.2K
|
535
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
75+ 0.29% |
$1.49K - $1.71K
|
26.3K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19.2KNew |
$382K - $438K
|
19.2K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.99K - $2.28K
|
100
$2.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1KNew |
$221K - $253K
|
11.1K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 14.68% |
$33.9K - $38.9K
|
13.3K
$363K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29- 26.61% |
$577 - $662
|
80
$2.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
717New |
$14.3K - $16.4K
|
717
$19.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
904New |
$18K - $20.6K
|
904
$24.6K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-434- 2.26% |
$8.64K - $9.9K
|
18.7K
$510K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.18KNew |
$183K - $210K
|
9.18K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.01% |
$219 - $251
|
1.1K
$29.8K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
11+ 9.57% |
$219 - $251
|
126
$3.43K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-225- 75.0% |
$4.74K - $5.14K
|
75
$2.04K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
43.9KNew |
$925K - $1M
|
43.9K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$259K - $281K
|
12.3K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
21.9KNew |
$461K - $501K
|
21.9K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
26.1KNew |
$549K - $596K
|
26.1K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$642K - $696K
|
30.5K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
42KNew |
$886K - $961K
|
42K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-381- 54.82% |
$8.03K - $8.71K
|
314
$8.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-23- 0.21% |
$485 - $526
|
10.9K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.78K- 36.0% |
$206K - $224K
|
17.4K
$473K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$494K - $536K
|
23.4K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.82K- 3.55% |
$38.3K - $41.5K
|
49.3K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.32K- 2.07% |
$48.9K - $53K
|
110K
$2.98M
|
|