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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
833New |
$17K - $19.8K
|
833
$26.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
41.7KNew |
$850K - $990K
|
41.7K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
9.1KNew |
$186K - $216K
|
9.1K
$293K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
16.3KNew |
$333K - $388K
|
16.3K
$525K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
15.6KNew |
$318K - $371K
|
15.6K
$502K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.72KNew |
$35.1K - $40.9K
|
1.72K
$55.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
660New |
$13.5K - $15.7K
|
660
$21.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
11.4KNew |
$233K - $271K
|
11.4K
$367K
|
|
| Q3 2022 | |||||||
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$228K - $295K
|
10.9K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29.5KNew |
$616K - $797K
|
29.5K
$949K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.5KNew |
$1.14M - $1.47M
|
54.5K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.89K+ 1401.43% |
$123K - $159K
|
6.31K
$203K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-7.96K- 18.47% |
$166K - $215K
|
35.1K
$1.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
4K+ 11.9% |
$83.5K - $108K
|
37.6K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.86K- 9.63% |
$164K - $213K
|
73.8K
$2.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$555K - $718K
|
26.6K
$855K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
33+ 0.33% |
$689 - $892
|
9.93K
$320K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.21K- 83.59% |
$67K - $86.8K
|
630
$20.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$313 - $405
|
15
$483
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-366- 58.94% |
$7.64K - $9.89K
|
255
$8.21K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-9.15KClosed |
$219K - $278K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.2KClosed |
$1.01M - $1.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.94M+ 288.96% |
$70.4M - $89.4M
|
3.95M
$127M
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
14KNew |
$335K - $425K
|
14K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-687Closed |
$16.5K - $20.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.39M- 98.08% |
$105M - $134M
|
85.9K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.02KClosed |
$24.5K - $31.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$411K - $523K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
52.9KNew |
$1.27M - $1.61M
|
52.9K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-18.9K- 32.35% |
$453K - $575K
|
39.5K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
725+ 6.62% |
$17.4K - $22.1K
|
11.7K
$376K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2K- 64.9% |
$47.8K - $60.7K
|
1.08K
$34.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
198New |
$4.74K - $6.03K
|
198
$6.37K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-306Closed |
$7.33K - $9.31K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-17.7KClosed |
$423K - $538K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
40New |
$958 - $1.22K
|
40
$1.29K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-850- 51.52% |
$20.4K - $25.9K
|
800
$25.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-522- 5.62% |
$12.5K - $15.9K
|
8.76K
$282K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
300New |
$7.19K - $9.13K
|
300
$9.65K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-20Closed |
$479 - $609
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.73KClosed |
$209K - $266K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-273Closed |
$6.54K - $8.31K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-241KClosed |
$5.78M - $7.34M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$168 - $213
|
7
$225
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 57.14% |
$4.79K - $6.09K
|
150
$4.83K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-235Closed |
$5.63K - $7.15K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$2.87K - $3.32K
|
100
$3.22K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-119KClosed |
$3.42M - $3.95M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-776Closed |
$22.3K - $25.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-4.2KClosed |
$120K - $139K
|
0
$0
|
|