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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.01K+ 41.69% |
$737K - $1.04M
|
20.4K
$3.65M
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.19K- 6.12% |
$146K - $206K
|
18.3K
$3.26M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.8K+ 60.38% |
$1.81M - $2.56M
|
39.2K
$7M
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
873+ 5.85% |
$107K - $151K
|
15.8K
$2.82M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.99K+ 109.88% |
$489K - $692K
|
7.63K
$1.36M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-511- 6.63% |
$62.6K - $88.5K
|
7.2K
$1.28M
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13- 15.85% |
$1.59K - $2.25K
|
69
$12.3K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
144+ 36.0% |
$17.7K - $25K
|
544
$97K
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-44- 2.18% |
$5.39K - $7.62K
|
1.98K
$353K
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-2.21K- 13.6% |
$271K - $383K
|
14K
$2.5M
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
42+ 11.2% |
$5.15K - $7.28K
|
417
$74.4K
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.83KNew |
$225K - $318K
|
1.83K
$327K
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-626- 3.6% |
$76.7K - $108K
|
16.7K
$2.99M
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-4.71K- 2.52% |
$577K - $816K
|
182K
$32.4M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
347+ 4.03% |
$42.5K - $60.1K
|
8.96K
$1.6M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
807+ 5.71% |
$98.9K - $140K
|
14.9K
$2.66M
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.09% |
$245 - $347
|
2.3K
$410K
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.37K- 18.69% |
$291K - $411K
|
10.3K
$1.84M
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-13- 0.58% |
$1.59K - $2.25K
|
2.24K
$400K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
675+ 3.05% |
$82.7K - $117K
|
22.8K
$4.06M
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-48- 4.87% |
$5.88K - $8.32K
|
938
$167K
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
2.2K+ 4.13% |
$269K - $381K
|
55.4K
$9.89M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.51K+ 0.75% |
$185K - $261K
|
202K
$36.1M
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
306+ 14.73% |
$37.5K - $53K
|
2.38K
$425K
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.02K- 10.29% |
$370K - $523K
|
26.3K
$4.69M
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-493- 4.1% |
$60.4K - $85.4K
|
11.5K
$2.06M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.73KNew |
$335K - $474K
|
2.73K
$488K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-644- 9.6% |
$78.9K - $112K
|
6.06K
$1.08M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.23K+ 21.5% |
$151K - $214K
|
6.97K
$1.24M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$163K - $230K
|
1.33K
$237K
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 11.87% |
$215K - $304K
|
13K
$2.32M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6.53K- 21.53% |
$800K - $1.13M
|
23.8K
$4.24M
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
507+ 17.45% |
$62.1K - $87.8K
|
3.41K
$609K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.32K- 6.68% |
$161K - $228K
|
18.4K
$3.28M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.97K- 20.02% |
$241K - $341K
|
7.86K
$1.4M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$6.93M - $9.79M
|
56.5K
$10.1M
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9+ 0.32% |
$1.1K - $1.56K
|
2.84K
$507K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 83.56% |
$1.33M - $1.88M
|
23.8K
$4.25M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.41KNew |
$418K - $590K
|
3.41K
$608K
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-230- 7.11% |
$28.2K - $39.9K
|
3.01K
$536K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10K+ 21.58% |
$1.23M - $1.74M
|
56.5K
$10.1M
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.48K+ 92.92% |
$304K - $430K
|
5.15K
$918K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$368 - $520
|
4.05K
$722K
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
46.4K+ 288.56% |
$5.68M - $8.03M
|
62.4K
$11.1M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
41+ 0.4% |
$5.03K - $7.1K
|
10.4K
$1.85M
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-94- 3.34% |
$11.5K - $16.3K
|
2.72K
$486K
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.27KNew |
$646K - $914K
|
5.27K
$940K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.8K+ 16.36% |
$4.14M - $5.85M
|
240K
$42.8M
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$165K - $233K
|
1.35K
$240K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.02K- 18.32% |
$125K - $177K
|
4.56K
$813K
|