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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.82KNew |
$207K - $224K
|
7.82K
$252K
|
|
|
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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
600New |
$15.9K - $17.1K
|
600
$19.3K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
541KNew |
$13.6M - $15.2M
|
541K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
483KNew |
$12.2M - $13.6M
|
483K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
358KNew |
$9.02M - $10.1M
|
358K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
356KNew |
$8.98M - $10M
|
356K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
251K+ 50.13% |
$6.32M - $7.06M
|
751K
$24.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$5.62M - $6.27M
|
223K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
194KNew |
$4.89M - $5.46M
|
194K
$6.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.6KNew |
$1.48M - $1.65M
|
58.6K
$1.89M
|
|
|
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 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30.1KNew |
$759K - $847K
|
30.1K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
29.7KNew |
$749K - $836K
|
29.7K
$956K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.5KNew |
$619K - $691K
|
24.5K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.7KNew |
$370K - $413K
|
14.7K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.59KNew |
$242K - $270K
|
9.59K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.77KNew |
$221K - $247K
|
8.77K
$282K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
8.5KNew |
$214K - $239K
|
8.5K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
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
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
317New |
$7.99K - $8.92K
|
317
$10.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125New |
$3.15K - $3.52K
|
125
$4.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50New |
$1.26K - $1.41K
|
50
$1.61K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$832 - $929
|
33
$1.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
31New |
$782 - $873
|
31
$998
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179KNew |
$3.87M - $4.52M
|
179K
$5.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.4K+ 25.55% |
$1.81M - $2.11M
|
410K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21.1KNew |
$456K - $532K
|
21.1K
$677K
|
|
|
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
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
597New |
$12.9K - $15.1K
|
597
$19.2K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
84.5KNew |
$1.73M - $1.85M
|
84.5K
$2.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.96KNew |
$204K - $218K
|
9.96K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 15.45% |
$43.8K - $46.8K
|
16K
$515K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$20.5K - $21.9K
|
1K
$32.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$14.4K - $15.4K
|
705
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.82% |
$40.9 - $43.7
|
247
$7.95K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16KNew |
$345K - $382K
|
16K
$513K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 10.18% |
$33.4K - $37K
|
16.7K
$538K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
218New |
$4.71K - $5.21K
|
218
$7.02K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
153New |
$3.31K - $3.66K
|
153
$4.92K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
45New |
$973 - $1.08K
|
45
$1.45K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 88.46% |
$497 - $550
|
49
$1.58K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$346 - $383
|
16
$515
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
126KNew |
$2.5M - $2.87M
|
126K
$4.04M
|
|