Purchases and Sales Made in Q2 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-399- 12.76% |
$8.37K - $9.21K
|
2.73K
$74.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400- 57.14% |
$8.39K - $9.24K
|
300
$8.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-477- 11.52% |
$10K - $11K
|
3.66K
$99.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-495- 37.67% |
$10.4K - $11.4K
|
819
$22.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-554- 4.98% |
$11.6K - $12.8K
|
10.6K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-823- 9.31% |
$17.3K - $19K
|
8.02K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-847- 3.18% |
$17.8K - $19.6K
|
25.8K
$703K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-894- 4.92% |
$18.8K - $20.6K
|
17.3K
$470K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-983- 14.13% |
$20.6K - $22.7K
|
5.97K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-984- 29.82% |
$20.6K - $22.7K
|
2.32K
$63K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.24K- 11.74% |
$26K - $28.6K
|
9.32K
$254K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.37K- 66.36% |
$28.8K - $31.7K
|
695
$18.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.38K- 1.22% |
$28.9K - $31.8K
|
112K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 24.58% |
$29.4K - $32.3K
|
4.3K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.66K- 5.18% |
$34.8K - $38.3K
|
30.4K
$827K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.93K- 12.72% |
$40.4K - $44.5K
|
13.2K
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.49K- 4.56% |
$52.2K - $57.4K
|
52.1K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.65K- 6.8% |
$55.6K - $61.1K
|
36.3K
$988K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.92K- 9.4% |
$61.2K - $67.4K
|
28.1K
$765K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.02K- 5.58% |
$63.4K - $69.8K
|
51.1K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.85K- 5.26% |
$80.8K - $88.9K
|
69.3K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.1K- 28.53% |
$107K - $118K
|
12.8K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.12K- 9.29% |
$107K - $118K
|
50K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.45K- 40.71% |
$135K - $149K
|
9.39K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.75K- 27.56% |
$205K - $225K
|
25.6K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.6K- 35.01% |
$265K - $292K
|
23.4K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.5K- 36.3% |
$325K - $357K
|
27.2K
$739K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.2K- 3.62% |
$341K - $375K
|
432K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.7K- 15.09% |
$372K - $409K
|
99.7K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 59.04% |
$372K - $409K
|
12.3K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.7K- 0.96% |
$413K - $454K
|
2.02M
$55.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.7K- 37.99% |
$414K - $456K
|
32.2K
$877K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 61.97% |
$552K - $608K
|
16.1K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-39.4K- 33.17% |
$826K - $909K
|
79.3K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-51.5K- 85.02% |
$1.08M - $1.19M
|
9.07K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68.8K- 97.48% |
$1.44M - $1.59M
|
1.78K
$48.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-99.3K- 49.29% |
$2.08M - $2.29M
|
102K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-159K- 35.79% |
$3.34M - $3.67M
|
285K
$7.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-294K- 32.05% |
$6.18M - $6.8M
|
624K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.38M- 75.37% |
$49.9M - $54.9M
|
777K
$21.1M
|