Latest Institutional Purchases of Ishares Tr Us Telecommunicatio (IYZ)
This list provides information on the latest institutional transactions involving Ishares Tr Us Telecommunicatio (IYZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.7KNew |
$853K - $911K
|
41.7K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.96KNew |
$204K - $218K
|
9.96K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 15.45% |
$43.8K - $46.8K
|
16K
$412K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $21.9K
|
1K
$25.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$14.4K - $15.4K
|
705
$18.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.82% |
$40.9 - $43.7
|
247
$6.36K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3KNew |
$764K - $845K
|
35.3K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.6K+ 115.08% |
$445K - $493K
|
38.5K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16KNew |
$345K - $382K
|
16K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 10.18% |
$33.4K - $37K
|
16.7K
$431K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
218New |
$4.71K - $5.21K
|
218
$5.61K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
153New |
$3.31K - $3.66K
|
153
$3.94K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
45New |
$973 - $1.08K
|
45
$1.16K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 88.46% |
$497 - $550
|
49
$1.26K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$346 - $383
|
16
$412
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
126KNew |
$2.5M - $2.87M
|
126K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
118KNew |
$2.34M - $2.69M
|
118K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
115KNew |
$2.28M - $2.61M
|
115K
$2.95M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
75.3KNew |
$1.5M - $1.72M
|
75.3K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2KNew |
$820K - $940K
|
41.2K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
19.2KNew |
$382K - $438K
|
19.2K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1KNew |
$221K - $253K
|
11.1K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9.18KNew |
$183K - $210K
|
9.18K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 14.68% |
$33.9K - $38.9K
|
13.3K
$343K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
904New |
$18K - $20.6K
|
904
$23.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
717New |
$14.3K - $16.4K
|
717
$18.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
706New |
$14K - $16.1K
|
706
$18.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
535New |
$10.6K - $12.2K
|
535
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.99K - $2.28K
|
100
$2.58K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81+ 115.71% |
$1.61K - $1.85K
|
151
$3.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
75+ 0.29% |
$1.49K - $1.71K
|
26.3K
$678K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.01% |
$219 - $251
|
1.1K
$28.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
11+ 9.57% |
$219 - $251
|
126
$3.24K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
42KNew |
$886K - $961K
|
42K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.5KNew |
$642K - $696K
|
30.5K
$784K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$494K - $536K
|
23.4K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
21.9KNew |
$461K - $501K
|
21.9K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$259K - $281K
|
12.3K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$6.32K - $6.86K
|
300
$7.73K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59.6K+ 676.26% |
$1.25M - $1.38M
|
68.5K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13KNew |
$272K - $299K
|
13K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.83K+ 20.54% |
$101K - $112K
|
28.3K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.67K+ 38.54% |
$77K - $84.8K
|
13.2K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
800New |
$16.8K - $18.5K
|
800
$20.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$12.6K - $13.9K
|
600
$15.5K
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
136KNew |
$2.99M - $3.42M
|
136K
$3.5M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.1KNew |
$970K - $1.11M
|
44.1K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
14.9KNew |
$328K - $375K
|
14.9K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.62K+ 4.93% |
$124K - $141K
|
120K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.84KNew |
$40.5K - $46.3K
|
1.84K
$47.5K
|
|