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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.89KNew |
$46.4K - $56.3K
|
1.89K
$60.9K
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-21.9K- 50.53% |
$538K - $654K
|
21.5K
$691K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.11K- 2.72% |
$82.4K - $88.8K
|
111K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1K- 4.59% |
$26.5K - $28.6K
|
20.8K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.6K- 8.92% |
$890K - $959K
|
343K
$11M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
20KNew |
$530K - $571K
|
20K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$400K - $431K
|
15.1K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
29.6KNew |
$785K - $846K
|
29.6K
$953K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
75.7K+ 1000.7% |
$2.01M - $2.16M
|
83.2K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 19.74% |
$13.5K - $14.6K
|
2.07K
$66.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
600New |
$15.9K - $17.1K
|
600
$19.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.64K- 30.37% |
$150K - $161K
|
12.9K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.32KNew |
$35K - $37.7K
|
1.32K
$42.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.19KNew |
$31.5K - $33.9K
|
1.19K
$38.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.82KNew |
$207K - $224K
|
7.82K
$252K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.14K- 9.66% |
$30.2K - $32.5K
|
10.7K
$343K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.5KNew |
$619K - $691K
|
24.5K
$790K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3KNew |
$75.7K - $84.5K
|
3K
$96.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
29.7KNew |
$749K - $836K
|
29.7K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-493- 0.55% |
$12.4K - $13.9K
|
88.4K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.59KNew |
$242K - $270K
|
9.59K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30.1KNew |
$759K - $847K
|
30.1K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-10.9K- 35.4% |
$275K - $307K
|
19.9K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
251K+ 50.13% |
$6.32M - $7.06M
|
751K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
358KNew |
$9.02M - $10.1M
|
358K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.95K- 56.36% |
$251K - $280K
|
7.7K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
52.9KNew |
$1.33M - $1.49M
|
52.9K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
52KNew |
$1.31M - $1.46M
|
52K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$1.26K - $1.41K
|
50
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
541KNew |
$13.6M - $15.2M
|
541K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125New |
$3.15K - $3.52K
|
125
$4.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.6KNew |
$1.48M - $1.65M
|
58.6K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.4K- 47.3% |
$263K - $294K
|
11.6K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
356KNew |
$8.98M - $10M
|
356K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 1.32% |
$50.4 - $56.3
|
150
$4.83K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.28K+ 4.12% |
$57.4K - $64.1K
|
57.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$7.99K - $8.92K
|
317
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
31New |
$782 - $873
|
31
$998
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483KNew |
$12.2M - $13.6M
|
483K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.77KNew |
$221K - $247K
|
8.77K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$832 - $929
|
33
$1.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
194KNew |
$4.89M - $5.46M
|
194K
$6.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$5.62M - $6.27M
|
223K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.7KNew |
$370K - $413K
|
14.7K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7KNew |
$296K - $346K
|
13.7K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.06KNew |
$22.9K - $26.7K
|
1.06K
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179KNew |
$3.87M - $4.52M
|
179K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-300- 52.63% |
$6.5K - $7.58K
|
270
$8.69K
|
|