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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.07% |
$316K - $354K
|
197K
$31.9M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.8K
$777K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 1.06% |
$6.07K - $6.82K
|
3.9K
$632K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.05K- 8.56% |
$748K - $839K
|
53.9K
$8.73M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-161- 4.72% |
$23.9K - $26.8K
|
3.25K
$526K
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-800- 5.03% |
$119K - $133K
|
15.1K
$2.44M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.43K+ 19.49% |
$509K - $571K
|
21K
$3.41M
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-335- 6.02% |
$49.6K - $55.7K
|
5.23K
$846K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-800- 15.09% |
$119K - $133K
|
4.5K
$729K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$1.04K - $1.16K
|
12.6K
$2.04M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 4.03% |
$394K - $443K
|
63.4K
$10.3M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$148 - $166
|
1.63K
$264K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-625- 38.53% |
$92.6K - $104K
|
997
$161K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
506+ 24.1% |
$75K - $84.1K
|
2.61K
$422K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-912- 13.41% |
$135K - $152K
|
5.89K
$954K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$363K - $407K
|
2.45K
$396K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.6% |
$444 - $499
|
504
$81.6K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-85- 1.25% |
$12.6K - $14.1K
|
6.71K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-730- 5.8% |
$108K - $121K
|
11.9K
$1.92M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.9K- 23.16% |
$1.9M - $2.14M
|
42.7K
$6.9M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-26- 45.61% |
$3.85K - $4.32K
|
31
$5.02K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.98K+ 130.28% |
$590K - $662K
|
7.04K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-456- 2.3% |
$67.6K - $75.8K
|
19.4K
$3.14M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.41KNew |
$209K - $235K
|
1.41K
$229K
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-117- 1.63% |
$17.3K - $19.4K
|
7.05K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.01K- 6.34% |
$298K - $334K
|
29.7K
$4.8M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 4.45% |
$12.1K - $13.6K
|
1.93K
$312K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31KNew |
$4.59M - $5.15M
|
31K
$5.02M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
15.7KNew |
$2.33M - $2.61M
|
15.7K
$2.55M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.05% |
$741 - $831
|
10.5K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-21- 0.8% |
$3.11K - $3.49K
|
2.6K
$421K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-455- 1.59% |
$67.4K - $75.6K
|
28.1K
$4.55M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 14.4% |
$151K - $169K
|
8.07K
$1.31M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.85K- 14.18% |
$274K - $308K
|
11.2K
$1.81M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.14K+ 2.73% |
$168K - $189K
|
42.8K
$6.92M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.7K+ 28.93% |
$1.59M - $1.78M
|
47.7K
$7.72M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
119+ 5.15% |
$17.6K - $19.8K
|
2.43K
$393K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300New |
$44.4K - $49.9K
|
300
$48.6K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
32+ 100.0% |
$4.74K - $5.32K
|
64
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54.6K- 57.52% |
$8.09M - $9.08M
|
40.4K
$6.53M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.92K- 4.11% |
$284K - $319K
|
44.8K
$7.26M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-489- 2.08% |
$72.4K - $81.3K
|
23K
$3.72M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-7- 0.44% |
$1.04K - $1.16K
|
1.6K
$259K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55+ 1.39% |
$8.15K - $9.14K
|
4K
$648K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.52K- 13.76% |
$1.11M - $1.25M
|
47.1K
$7.63M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$498K - $559K
|
3.36K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10+ 21.74% |
$1.48K - $1.66K
|
56
$9.06K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 1.09% |
$39.4K - $44.2K
|
24.1K
$3.9M
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
36.6KNew |
$5.42M - $6.08M
|
36.6K
$5.92M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 36.23% |
$29.6K - $33.2K
|
352
$57K
|