Purchases and Sales Made in Q4 2022 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.44KNew |
$193K - $224K
|
9.44K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.18K+ 6.66% |
$187K - $218K
|
147K
$4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
9.1KNew |
$186K - $216K
|
9.1K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.01KNew |
$184K - $214K
|
9.01K
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.65KNew |
$176K - $205K
|
8.65K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.01K+ 16.48% |
$163K - $190K
|
56.6K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8K+ 4.36% |
$163K - $190K
|
192K
$5.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.77K+ 75.91% |
$159K - $185K
|
18K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
5.72K+ 11.79% |
$117K - $136K
|
54.3K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 39.17% |
$94.2K - $110K
|
16.4K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25K+ 5.45% |
$66.4K - $77.3K
|
62.9K
$1.71M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.14KNew |
$64K - $74.5K
|
3.14K
$85.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
2.87K+ 11.73% |
$58.5K - $68.2K
|
27.3K
$744K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.72KNew |
$35.1K - $40.9K
|
1.72K
$46.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.68K+ 68.81% |
$34.3K - $39.9K
|
4.12K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.12K+ 14.51% |
$22.8K - $26.6K
|
8.82K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$21.8K - $25.4K
|
1.07K
$29.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
850New |
$17.3K - $20.2K
|
850
$23.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
833New |
$17K - $19.8K
|
833
$22.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
770+ 4.36% |
$15.7K - $18.3K
|
18.4K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
760New |
$15.5K - $18.1K
|
760
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
750+ 7.39% |
$15.3K - $17.8K
|
10.9K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$14.3K - $16.6K
|
700
$19K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
660New |
$13.5K - $15.7K
|
660
$18K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
557+ 4.55% |
$11.4K - $13.2K
|
12.8K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
431New |
$8.79K - $10.2K
|
431
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
425New |
$8.67K - $10.1K
|
425
$11.6K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
373+ 113.03% |
$7.61K - $8.87K
|
703
$19.1K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
260+ 11.94% |
$5.3K - $6.18K
|
2.44K
$66.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
241New |
$4.92K - $5.73K
|
241
$6.56K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
167New |
$3.41K - $3.97K
|
167
$4.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
152New |
$3.1K - $3.61K
|
152
$4.14K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$2.47K - $2.88K
|
121
$3.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
30+ 1.54% |
$612 - $713
|
1.98K
$53.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
17New |
$347 - $404
|
17
$463
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
12+ 11.65% |
$245 - $285
|
115
$3.13K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.69% |
$184 - $214
|
1.3K
$35.5K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 0.82% |
$122 - $143
|
737
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.48% |
$102 - $119
|
1.05K
$28.6K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.02% |
$20.4 - $23.8
|
5.7K
$155K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 11.11% |
$510 - $594
|
200
$5.44K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-27- 0.16% |
$551 - $642
|
16.7K
$454K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-135- 1.26% |
$2.75K - $3.21K
|
10.6K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-303- 0.94% |
$6.18K - $7.2K
|
32K
$872K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-440- 27.5% |
$8.98K - $10.5K
|
1.16K
$31.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-531- 0.21% |
$10.8K - $12.6K
|
255K
$6.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-550- 3.94% |
$11.2K - $13.1K
|
13.4K
$365K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-656- 24.1% |
$13.4K - $15.6K
|
2.07K
$56.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-735- 5.84% |
$15K - $17.5K
|
11.9K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-823- 2.0% |
$16.8K - $19.6K
|
40.3K
$1.1M
|