Purchases and Sales Made in Q4 2023 in Ishares Tr Us Telecommunicatio (IYZ)
This table provides information about the institutional ownership of Ishares Tr Us Telecommunicatio (IYZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
539New |
$10.7K - $12.3K
|
539
$14.7K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
535New |
$10.6K - $12.2K
|
535
$14.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
457+ 3.94% |
$9.09K - $10.4K
|
12K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
345+ 4.46% |
$6.87K - $7.87K
|
8.07K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
289+ 13.17% |
$5.75K - $6.59K
|
2.48K
$67.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
104+ 2.81% |
$2.07K - $2.37K
|
3.81K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
100New |
$1.99K - $2.28K
|
100
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81+ 115.71% |
$1.61K - $1.85K
|
151
$4.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
75+ 0.29% |
$1.49K - $1.71K
|
26.3K
$716K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
45+ 100.0% |
$895 - $1.03K
|
90
$2.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40+ 0.7% |
$796 - $913
|
5.74K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
11+ 9.57% |
$219 - $251
|
126
$3.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 1.01% |
$219 - $251
|
1.1K
$29.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 0.94% |
$139 - $160
|
754
$20.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29- 26.61% |
$577 - $662
|
80
$2.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.17% |
$816 - $936
|
23.5K
$639K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 0.5% |
$1.29K - $1.48K
|
12.9K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-314- 75.85% |
$6.25K - $7.17K
|
100
$2.72K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-434- 2.26% |
$8.64K - $9.9K
|
18.7K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-683- 0.94% |
$13.6K - $15.6K
|
72.3K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-775Closed |
$15.4K - $17.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-815- 76.96% |
$16.2K - $18.6K
|
244
$6.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-910- 8.9% |
$18.1K - $20.8K
|
9.31K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 7.33% |
$24.2K - $27.7K
|
15.3K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 48.95% |
$25.5K - $29.2K
|
1.33K
$36.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.61K- 37.47% |
$32.1K - $36.8K
|
2.69K
$73.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.75K- 3.14% |
$34.9K - $40K
|
54.1K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.87K- 5.2% |
$37.2K - $42.7K
|
34.1K
$928K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.27K- 94.63% |
$45.2K - $51.8K
|
129
$3.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.39K- 10.43% |
$47.5K - $54.5K
|
20.5K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.77K- 5.33% |
$75K - $86K
|
66.9K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-4.61K- 9.84% |
$91.7K - $105K
|
42.2K
$1.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.93K- 29.41% |
$138K - $158K
|
16.6K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.94K- 23.75% |
$178K - $204K
|
28.7K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.43K- 9.97% |
$188K - $215K
|
85.1K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-9.57K- 44.18% |
$190K - $218K
|
12.1K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.2K- 53.05% |
$322K - $369K
|
14.3K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 9.5% |
$372K - $426K
|
178K
$4.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.6K- 6.82% |
$490K - $562K
|
336K
$9.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.4K- 43.52% |
$685K - $786K
|
44.7K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.4K- 12.15% |
$745K - $854K
|
271K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.4K- 45.12% |
$903K - $1.04M
|
55.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-46K- 26.06% |
$916K - $1.05M
|
131K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-68.9K- 79.72% |
$1.37M - $1.57M
|
17.5K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-123K- 38.91% |
$2.44M - $2.8M
|
192K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-377K- 77.36% |
$7.5M - $8.6M
|
110K
$3M
|