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 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.51K+ 0.75% |
$185K - $261K
|
202K
$34.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
306+ 14.73% |
$37.5K - $53K
|
2.38K
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.02K- 10.29% |
$370K - $523K
|
26.3K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-493- 4.1% |
$60.4K - $85.4K
|
11.5K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.73KNew |
$335K - $474K
|
2.73K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-644- 9.6% |
$78.9K - $112K
|
6.06K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.23K+ 21.5% |
$151K - $214K
|
6.97K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$163K - $230K
|
1.33K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 11.87% |
$215K - $304K
|
13K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6.53K- 21.53% |
$800K - $1.13M
|
23.8K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
507+ 17.45% |
$62.1K - $87.8K
|
3.41K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.32K- 6.68% |
$161K - $228K
|
18.4K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.97K- 20.02% |
$241K - $341K
|
7.86K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$6.93M - $9.79M
|
56.5K
$9.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9+ 0.32% |
$1.1K - $1.56K
|
2.84K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.9K+ 83.56% |
$1.33M - $1.88M
|
23.8K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3.41KNew |
$418K - $590K
|
3.41K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-230- 7.11% |
$28.2K - $39.9K
|
3.01K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10K+ 21.58% |
$1.23M - $1.74M
|
56.5K
$9.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.48K+ 92.92% |
$304K - $430K
|
5.15K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$368 - $520
|
4.05K
$694K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
46.4K+ 288.56% |
$5.68M - $8.03M
|
62.4K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
41+ 0.4% |
$5.03K - $7.1K
|
10.4K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-94- 3.34% |
$11.5K - $16.3K
|
2.72K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.27KNew |
$646K - $914K
|
5.27K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
33.8K+ 16.36% |
$4.14M - $5.85M
|
240K
$41.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$165K - $233K
|
1.35K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.02K- 18.32% |
$125K - $177K
|
4.56K
$781K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
5.08KNew |
$622K - $880K
|
5.08K
$870K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849+ 5.95% |
$104K - $147K
|
15.1K
$2.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
590+ 5.6% |
$72.3K - $102K
|
11.1K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-124- 3.41% |
$15.2K - $21.5K
|
3.51K
$601K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.12K+ 12.86% |
$505K - $713K
|
36.1K
$6.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-15- 0.33% |
$1.84K - $2.6K
|
4.48K
$768K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-313- 4.69% |
$38.4K - $54.2K
|
6.36K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-11.8K- 35.01% |
$1.45M - $2.05M
|
22K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.96% |
$4.41K - $6.24K
|
3.79K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.91K- 0.83% |
$357K - $504K
|
349K
$59.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-265- 0.51% |
$32.5K - $45.9K
|
51.3K
$8.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-14.6K- 9.18% |
$1.79M - $2.53M
|
144K
$24.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.13K- 8.61% |
$139K - $196K
|
12K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-395- 11.94% |
$48.4K - $68.4K
|
2.91K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.06% |
$735 - $1.04K
|
10.4K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 46.4% |
$1.57M - $2.21M
|
14.8K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.98KNew |
$733K - $1.04M
|
5.98K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.05% |
$368 - $520
|
6.61K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.88K- 11.13% |
$352K - $498K
|
22.9K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
496+ 0.77% |
$60.8K - $85.9K
|
65K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.53KNew |
$188K - $266K
|
1.53K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
287New |
$35.2K - $49.7K
|
287
$49.2K
|