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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-77- 1.8% |
$10.8K - $12.8K
|
4.19K
$719K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 1.47% |
$719K - $854K
|
344K
$59M
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
884+ 5.53% |
$124K - $147K
|
16.9K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
153+ 11.2% |
$21.5K - $25.5K
|
1.52K
$260K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
993+ 5.31% |
$139K - $166K
|
19.7K
$3.37M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.92K+ 67.33% |
$269K - $319K
|
4.76K
$816K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-104K- 6.51% |
$14.7M - $17.4M
|
1.5M
$257M
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.2K+ 26.55% |
$308K - $366K
|
10.5K
$1.79M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 35.26% |
$310K - $368K
|
8.46K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-81.7K- 4.18% |
$11.5M - $13.6M
|
1.87M
$321M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.01K+ 9.6% |
$141K - $168K
|
11.5K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.13K- 6.89% |
$439K - $522K
|
42.3K
$7.25M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-108- 54.27% |
$15.2K - $18K
|
91
$15.6K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.23KNew |
$313K - $372K
|
2.23K
$382K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.4KNew |
$3.71M - $4.41M
|
26.4K
$4.53M
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
8.65K+ 11.46% |
$1.22M - $1.44M
|
84.2K
$14.4M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-46- 0.26% |
$6.46K - $7.67K
|
17.5K
$3.01M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 2.44% |
$1.7M - $2.02M
|
509K
$87.2M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-46- 2.34% |
$6.46K - $7.67K
|
1.92K
$329K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16.5KNew |
$2.32M - $2.75M
|
16.5K
$2.83M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-236- 1.71% |
$33.1K - $39.4K
|
13.5K
$2.32M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.7K+ 47.8% |
$2.06M - $2.45M
|
45.4K
$7.78M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-560- 2.24% |
$78.6K - $93.4K
|
24.5K
$4.2M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18- 1.1% |
$2.53K - $3K
|
1.63K
$278K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.72K- 2.37% |
$241K - $286K
|
70.7K
$12.1M
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-249- 8.77% |
$35K - $41.5K
|
2.59K
$444K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.52K+ 146.45% |
$354K - $420K
|
4.24K
$726K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
666+ 1.82% |
$93.5K - $111K
|
37.3K
$6.39M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.5K+ 9.26% |
$1.62M - $1.93M
|
136K
$23.4M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.3K- 2.23% |
$10.7M - $12.7M
|
3.34M
$573M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-574- 1.87% |
$80.6K - $95.7K
|
30.2K
$5.17M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-75- 0.4% |
$10.5K - $12.5K
|
18.7K
$3.21M
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 2.17% |
$269K - $319K
|
86.4K
$14.8M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.33K+ 3.47% |
$186K - $221K
|
39.5K
$6.77M
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
188+ 3.95% |
$26.4K - $31.4K
|
4.95K
$848K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-357- 2.38% |
$50.1K - $59.5K
|
14.7K
$2.51M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
439+ 0.45% |
$61.7K - $73.2K
|
98.8K
$16.9M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-369K- 88.46% |
$51.8M - $61.5M
|
48.1K
$8.24M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
578+ 5.66% |
$81.2K - $96.4K
|
10.8K
$1.85M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.48K- 6.73% |
$207K - $246K
|
20.5K
$3.51M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.83K- 5.44% |
$537K - $638K
|
66.5K
$11.4M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-689- 2.65% |
$96.8K - $115K
|
25.3K
$4.34M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
55+ 0.17% |
$7.72K - $9.17K
|
33.1K
$5.67M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.78K+ 6.6% |
$952K - $1.13M
|
109K
$18.8M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
180+ 0.59% |
$25.3K - $30K
|
30.9K
$5.29M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.72K+ 7.19% |
$382K - $454K
|
40.6K
$6.96M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$68.6K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-99- 3.32% |
$13.9K - $16.5K
|
2.88K
$494K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.5K+ 19.32% |
$1.62M - $1.92M
|
71.2K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.74K+ 43.0% |
$245K - $291K
|
5.8K
$994K
|