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 |
---|---|---|---|---|---|---|---|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$5.04K - $5.65K
|
34
$5.26K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19.7KNew |
$2.91M - $3.27M
|
19.7K
$3.04M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-22- 2.63% |
$3.26K - $3.66K
|
816
$126K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-383- 2.5% |
$56.7K - $63.7K
|
14.9K
$2.31M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5.88KNew |
$871K - $977K
|
5.88K
$909K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.81KNew |
$1.45M - $1.63M
|
9.81K
$1.52M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 33.25% |
$3.13M - $3.51M
|
42.4K
$6.56M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.01KNew |
$594K - $666K
|
4.01K
$620K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-128- 3.23% |
$19K - $21.3K
|
3.84K
$593K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-47- 0.1% |
$6.96K - $7.81K
|
45.2K
$6.99M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.33K
$360K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.46KNew |
$512K - $574K
|
3.46K
$534K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.07K- 2.05% |
$158K - $178K
|
51K
$7.89M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$273K - $307K
|
1.85K
$285K
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.7KNew |
$399K - $448K
|
2.7K
$417K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.28K+ 72.98% |
$190K - $213K
|
3.04K
$470K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
24+ 0.97% |
$3.56K - $3.99K
|
2.5K
$387K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.43K- 4.73% |
$508K - $571K
|
69.2K
$10.7M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.42KNew |
$211K - $237K
|
1.42K
$220K
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.73K- 6.23% |
$701K - $786K
|
71.2K
$11M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.12K- 8.6% |
$313K - $352K
|
22.5K
$3.48M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.5K- 70.1% |
$2.74M - $3.07M
|
7.88K
$1.22M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 2.09% |
$159K - $178K
|
50.2K
$7.77M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.08K+ 155.79% |
$456K - $512K
|
5.06K
$782K
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.5K+ 6.48% |
$1.55M - $1.74M
|
172K
$26.6M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8K+ 22.55% |
$1.61M - $1.8M
|
58.9K
$9.11M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.5K- 11.57% |
$4.96M - $5.56M
|
256K
$39.6M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
666K+ 682.94% |
$98.6M - $111M
|
763K
$118M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.09% |
$8K - $8.98K
|
59.5K
$9.2M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
779+ 0.71% |
$115K - $129K
|
111K
$17.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 43.41% |
$1.76M - $1.97M
|
15.5K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-18.2K- 92.86% |
$2.7M - $3.03M
|
1.4K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 20.27% |
$704K - $790K
|
18.7K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.67K- 21.08% |
$544K - $611K
|
13.8K
$2.13M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
222+ 12.15% |
$32.9K - $36.9K
|
2.05K
$317K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$267K - $300K
|
1.81K
$279K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51+ 11.75% |
$7.56K - $8.48K
|
485
$75K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.98KNew |
$441K - $495K
|
2.98K
$461K
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.32KNew |
$788K - $884K
|
5.32K
$822K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
577+ 38.75% |
$85.5K - $95.9K
|
2.07K
$320K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 0.62% |
$3.91M - $4.39M
|
4.3M
$665M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-19- 1.04% |
$2.81K - $3.16K
|
1.81K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-397- 10.11% |
$58.8K - $66K
|
3.53K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-705- 29.05% |
$104K - $117K
|
1.72K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
37.2K+ 177.64% |
$5.5M - $6.18M
|
58.1K
$8.98M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.22K- 2.27% |
$328K - $368K
|
95.4K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
105+ 2.92% |
$15.6K - $17.5K
|
3.7K
$572K
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.04K+ 24.63% |
$154K - $173K
|
5.27K
$815K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-157- 0.98% |
$23.3K - $26.1K
|
15.9K
$2.45M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.8K- 50.79% |
$3.68M - $4.13M
|
24.1K
$3.72M
|