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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20.5K+ 154.95% |
$3.03M - $3.4M
|
33.7K
$4.93M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-722- 2.62% |
$107K - $120K
|
26.8K
$3.92M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.1K- 2.18% |
$3.57M - $4M
|
1.08M
$158M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.66K- 10.43% |
$246K - $276K
|
14.2K
$2.08M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
282+ 0.99% |
$41.8K - $46.9K
|
28.6K
$4.19M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 27.3% |
$206K - $231K
|
3.7K
$542K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15+ 0.83% |
$2.22K - $2.49K
|
1.82K
$266K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
594+ 5.25% |
$88K - $98.7K
|
11.9K
$1.74M
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
8.3KNew |
$1.23M - $1.38M
|
8.3K
$1.21M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
11+ 0.05% |
$1.63K - $1.83K
|
24.4K
$3.57M
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-478- 9.72% |
$70.8K - $79.5K
|
4.44K
$650K
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-55- 1.56% |
$8.15K - $9.14K
|
3.46K
$506K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.8K- 28.71% |
$267K - $299K
|
4.47K
$654K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-460- 1.11% |
$68.1K - $76.5K
|
41.1K
$6.01M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.39KNew |
$206K - $232K
|
1.39K
$204K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 2.59% |
$19.9K - $22.3K
|
5.05K
$739K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-191- 2.6% |
$28.3K - $31.7K
|
7.15K
$1.05M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.07% |
$148 - $166
|
1.54K
$225K
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.14K+ 14.89% |
$465K - $522K
|
24.2K
$3.55M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
896+ 4.54% |
$133K - $149K
|
20.6K
$3.02M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.61K+ 17.75% |
$239K - $268K
|
10.7K
$1.56M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-377- 1.06% |
$55.8K - $62.7K
|
35.3K
$5.17M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 3.33% |
$250K - $280K
|
48.9K
$7.16M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.02K- 8.57% |
$743K - $834K
|
53.5K
$7.83M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-34.2K- 95.19% |
$5.07M - $5.69M
|
1.73K
$253K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.73K+ 9.99% |
$256K - $288K
|
19.1K
$2.79M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
748New |
$111K - $124K
|
748
$109K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 16.51% |
$230K - $258K
|
7.85K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-59- 1.15% |
$8.74K - $9.81K
|
5.07K
$742K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.53K+ 10.54% |
$226K - $254K
|
16K
$2.34M
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-131- 6.51% |
$19.4K - $21.8K
|
1.88K
$275K
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
40.8KNew |
$6.04M - $6.78M
|
40.8K
$5.97M
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.87K
$420K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-235- 7.73% |
$34.8K - $39.1K
|
2.81K
$410K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.36K- 7.52% |
$1.09M - $1.22M
|
90.5K
$13.2M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-944- 2.84% |
$140K - $157K
|
32.2K
$4.72M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
175+ 63.41% |
$25.9K - $29.1K
|
451
$66K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.66K+ 57.72% |
$690K - $775K
|
12.7K
$1.86M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
69+ 4.53% |
$10.2K - $11.5K
|
1.59K
$233K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-34- 0.3% |
$5.04K - $5.65K
|
11.2K
$1.64M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$191K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.7K+ 93.79% |
$844K - $947K
|
11.8K
$1.72M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-131- 0.81% |
$19.4K - $21.8K
|
16.1K
$2.35M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-178- 1.25% |
$26.4K - $29.6K
|
14.1K
$2.06M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
23+ 0.23% |
$3.41K - $3.82K
|
10.2K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 9.17% |
$2.96K - $3.32K
|
198
$29K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.85K- 24.22% |
$274K - $307K
|
5.78K
$845K
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-186- 1.91% |
$27.6K - $30.9K
|
9.56K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.66K- 2.28% |
$246K - $276K
|
71.1K
$10.4M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.6K+ 9.38% |
$4.24M - $4.76M
|
334K
$48.9M
|