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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.59% |
$1.37K - $1.69K
|
1.86K
$289K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.71KNew |
$587K - $722K
|
4.71K
$731K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.42KNew |
$551K - $678K
|
4.42K
$686K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-188- 1.95% |
$23.5K - $28.9K
|
9.46K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66New |
$8.23K - $10.1K
|
66
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-41- 0.46% |
$5.11K - $6.29K
|
8.79K
$1.36M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-115- 6.99% |
$14.3K - $17.6K
|
1.53K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
86+ 2.21% |
$10.7K - $13.2K
|
3.98K
$617K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 9.64% |
$49.9K - $61.4K
|
4.55K
$706K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
790+ 1.43% |
$98.6K - $121K
|
56K
$8.69M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.41K+ 8.43% |
$674K - $830K
|
69.5K
$10.8M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10- 0.07% |
$1.25K - $1.53K
|
13.8K
$2.14M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.5KNew |
$1.93M - $2.38M
|
15.5K
$2.4M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-332- 1.44% |
$41.4K - $50.9K
|
22.7K
$3.52M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
170+ 2.33% |
$21.2K - $26.1K
|
7.46K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$209K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
356+ 1.17% |
$44.4K - $54.6K
|
30.8K
$4.78M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
880+ 15.18% |
$110K - $135K
|
6.68K
$1.04M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.96KNew |
$244K - $300K
|
1.96K
$303K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 271.07% |
$653K - $804K
|
7.17K
$1.11M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
946+ 18.71% |
$118K - $145K
|
6K
$932K
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-556- 2.62% |
$69.4K - $85.3K
|
20.7K
$3.21M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-303- 0.67% |
$37.8K - $46.5K
|
45.2K
$7.01M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.54K- 3.52% |
$192K - $236K
|
42.1K
$6.53M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.4K+ 2.59% |
$175K - $215K
|
55.5K
$8.62M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 0.62% |
$59.5K - $73.2K
|
76.9K
$11.9M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.22% |
$125 - $153
|
453
$70.3K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
702New |
$87.6K - $108K
|
702
$109K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.22K+ 24.54% |
$277K - $341K
|
11.3K
$1.75M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.9K+ 21.97% |
$1.35M - $1.67M
|
60.3K
$9.36M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4- 1.43% |
$499 - $614
|
276
$42.8K
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.49K+ 34.22% |
$436K - $536K
|
13.7K
$2.13M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
292+ 1.51% |
$36.4K - $44.8K
|
19.6K
$3.04M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 54.17% |
$24.3K - $29.9K
|
555
$86.1K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.31K- 91.28% |
$163K - $201K
|
125
$19.4K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.22K- 10.93% |
$776K - $955K
|
50.7K
$7.87M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104K+ 71.68% |
$13M - $15.9M
|
249K
$38.6M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$555K - $682K
|
4.45K
$690K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 10.59% |
$266K - $327K
|
18K
$2.79M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
372K+ 3.25% |
$46.3M - $57M
|
11.8M
$1.83B
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 5.26% |
$285K - $351K
|
41.2K
$6.39M
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
511+ 20.09% |
$63.7K - $78.4K
|
3.06K
$474K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
314+ 4.56% |
$39.2K - $48.2K
|
7.21K
$1.12M
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-10.9K- 37.02% |
$1.36M - $1.67M
|
18.5K
$2.88M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-122- 5.16% |
$15.2K - $18.7K
|
2.24K
$348K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
186+ 6.59% |
$23.2K - $28.5K
|
3.01K
$467K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
450+ 15.33% |
$56.1K - $69.1K
|
3.39K
$526K
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-123- 29.57% |
$15.3K - $18.9K
|
293
$45.5K
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.43K- 1.88% |
$179K - $220K
|
74.9K
$11.6M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 4.47% |
$144K - $177K
|
24.7K
$3.84M
|