Purchases and Sales Made in Q1 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US TELECOMMUNICATIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-511- 3.81% |
$11.2K - $12.8K
|
12.9K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-691- 5.85% |
$15.2K - $17.4K
|
11.1K
$303K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.05K- 20.18% |
$23K - $26.3K
|
4.14K
$113K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 8.55% |
$24.1K - $27.5K
|
11.7K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 7.6% |
$27.4K - $31.3K
|
15.2K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.28K- 1.11% |
$28.1K - $32.1K
|
113K
$3.08M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.48K- 3.66% |
$32.5K - $37.2K
|
39K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.6K- 9.51% |
$35.3K - $40.3K
|
15.3K
$415K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.86K- 14.61% |
$41K - $46.8K
|
10.9K
$296K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 12.05% |
$47.8K - $54.6K
|
15.8K
$431K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.27K- 21.26% |
$50K - $57.2K
|
8.42K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.12K- 8.1% |
$68.6K - $78.4K
|
35.4K
$963K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.14KClosed |
$69K - $78.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.43K- 22.9% |
$75.4K - $86.1K
|
11.5K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.6K- 22.7% |
$79.3K - $90.6K
|
12.3K
$334K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.86K- 11.05% |
$84.9K - $97K
|
31K
$845K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.89K- 6.6% |
$85.7K - $97.9K
|
55.1K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.02K- 1.58% |
$88.4K - $101K
|
251K
$6.82M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-4.37K- 2.28% |
$96.1K - $110K
|
187K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.09K- 14.26% |
$112K - $128K
|
30.6K
$832K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.66K- 55.13% |
$125K - $142K
|
4.61K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.06K- 12.49% |
$133K - $152K
|
42.5K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-6.13K- 8.0% |
$135K - $154K
|
70.5K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.94K- 11.02% |
$153K - $174K
|
56K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.3K- 19.56% |
$161K - $184K
|
30K
$817K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-8.15K- 55.11% |
$179K - $205K
|
6.64K
$181K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.3K- 2.26% |
$183K - $209K
|
359K
$9.77M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.63K- 10.22% |
$212K - $242K
|
84.6K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 19.61% |
$229K - $262K
|
42.6K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-17.3K- 71.33% |
$381K - $435K
|
6.96K
$189K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-18.2K- 20.88% |
$401K - $458K
|
69K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.8K- 51.67% |
$458K - $523K
|
19.5K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.3K- 62.59% |
$512K - $585K
|
13.9K
$379K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.3K- 21.36% |
$578K - $661K
|
96.7K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.1K- 29.31% |
$947K - $1.08M
|
104K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47.3K- 11.64% |
$1.04M - $1.19M
|
359K
$9.77M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.9K- 11.53% |
$1.27M - $1.46M
|
444K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-90.9K- 9.01% |
$2M - $2.29M
|
918K
$25M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-111K- 67.26% |
$2.45M - $2.8M
|
54.1K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-113K- 67.27% |
$2.48M - $2.84M
|
54.9K
$1.49M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-113K- 67.27% |
$2.48M - $2.84M
|
54.9K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116K- 29.65% |
$2.55M - $2.92M
|
275K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-123K- 68.5% |
$2.71M - $3.1M
|
56.7K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 22.49% |
$2.86M - $3.27M
|
448K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-328K- 61.96% |
$7.22M - $8.25M
|
201K
$5.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-340K- 93.38% |
$7.47M - $8.54M
|
24.1K
$655K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-350K- 82.72% |
$7.7M - $8.8M
|
73.2K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.64M- 44.48% |
$36M - $41.2M
|
2.04M
$55.6M
|