Latest Institutional Transactions on Ishares Dj Us Tech ETF (IYW)
This table provides information on the latest institutional transactions involving Ishares Dj Us Tech ETF (IYW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
720New |
$95.9K - $114K
|
720
$112K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 21.4% |
$172K - $206K
|
7.35K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
67+ 3.65% |
$8.92K - $10.6K
|
1.9K
$295K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.99K- 8.74% |
$798K - $951K
|
62.6K
$9.71M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.56% |
$5.33K - $6.35K
|
7.16K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.6K+ 11843.4% |
$1.67M - $1.99M
|
12.7K
$1.96M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-292- 7.29% |
$38.9K - $46.3K
|
3.72K
$577K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 622.35% |
$1.66M - $1.98M
|
14.4K
$2.24M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-10.6K- 18.49% |
$1.41M - $1.68M
|
46.8K
$7.26M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-261- 6.91% |
$34.8K - $41.4K
|
3.52K
$546K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.82K- 39.46% |
$1.31M - $1.56M
|
15.1K
$2.34M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 3.07% |
$4.26K - $5.08K
|
1.01K
$157K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-399- 10.45% |
$53.1K - $63.3K
|
3.42K
$531K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
4.75K+ 90.54% |
$632K - $754K
|
9.99K
$1.55M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
267+ 3.09% |
$35.6K - $42.4K
|
8.92K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.6K+ 17.68% |
$5.15M - $6.13M
|
257K
$39.9M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
1.65K+ 3.24% |
$219K - $261K
|
52.4K
$8.13M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-908- 16.67% |
$121K - $144K
|
4.54K
$704K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.24K- 2.43% |
$298K - $355K
|
90K
$14M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.9K- 6.21% |
$7.57M - $9.03M
|
859K
$133M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.74K+ 1.57% |
$1.3M - $1.55M
|
631K
$98M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.4K- 9.69% |
$320K - $381K
|
22.4K
$3.47M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-175- 5.18% |
$23.3K - $27.8K
|
3.2K
$497K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
405+ 4.29% |
$53.9K - $64.3K
|
9.84K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 0.91% |
$1.16M - $1.38M
|
963K
$149M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.16K- 9.01% |
$288K - $343K
|
21.9K
$3.39M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.43K+ 7.25% |
$324K - $386K
|
36K
$5.58M
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
271+ 11.71% |
$36.1K - $43K
|
2.59K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-170- 7.97% |
$22.6K - $27K
|
1.96K
$305K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-585- 1.35% |
$77.9K - $92.9K
|
42.7K
$6.63M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 2.66% |
$272K - $325K
|
79.1K
$12.3M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-159- 1.23% |
$21.2K - $25.2K
|
12.7K
$1.97M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-447- 0.85% |
$59.5K - $71K
|
52.3K
$8.12M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
936+ 60.43% |
$125K - $149K
|
2.49K
$386K
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-445- 1.61% |
$59.3K - $70.6K
|
27.1K
$4.21M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-552- 2.22% |
$73.5K - $87.6K
|
24.4K
$3.78M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
487+ 0.99% |
$64.8K - $77.3K
|
49.5K
$7.68M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.02% |
$133 - $159
|
6.11K
$949K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.29K+ 4.21% |
$171K - $204K
|
31.8K
$4.93M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.2% |
$3.2K - $3.81K
|
11.9K
$1.84M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-319- 13.23% |
$42.5K - $50.6K
|
2.09K
$325K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-37.9K- 46.79% |
$5.05M - $6.02M
|
43.1K
$6.69M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93K+ 3.55% |
$257K - $307K
|
56.4K
$8.75M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.35K- 1.94% |
$313K - $373K
|
119K
$18.5M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
105+ 1.18% |
$14K - $16.7K
|
9.03K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $159
|
2.25K
$349K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-426- 1.65% |
$56.7K - $67.6K
|
25.3K
$3.93M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.62K- 3.72% |
$348K - $415K
|
67.8K
$10.5M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 84.45% |
$176K - $210K
|
2.89K
$449K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
608+ 3.12% |
$81K - $96.5K
|
20.1K
$3.12M
|