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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17K- 16.06% |
$2.52M - $2.82M
|
88.8K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.25KNew |
$630K - $707K
|
4.25K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.98K+ 1.95% |
$441K - $495K
|
156K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
530+ 12.06% |
$78.5K - $88.1K
|
4.93K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.18K+ 35.67% |
$471K - $529K
|
12.1K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
382+ 2.01% |
$56.6K - $63.5K
|
19.4K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 4.79% |
$1.13M - $1.27M
|
152K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 17.19% |
$251K - $281K
|
8.16K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
62.3K+ 154.44% |
$9.23M - $10.4M
|
103K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
335New |
$49.6K - $55.7K
|
335
$49K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
240KNew |
$35.6M - $39.9M
|
240K
$35.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.12KNew |
$462K - $518K
|
3.12K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13K+ 29.78% |
$759K - $852K
|
22.3K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
141+ 6.25% |
$20.9K - $23.4K
|
2.4K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.49K+ 3.21% |
$962K - $1.08M
|
209K
$30.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.89K+ 12.87% |
$279K - $314K
|
16.5K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
124+ 1.04% |
$18.4K - $20.6K
|
12K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.13K- 1.07% |
$316K - $354K
|
197K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.8K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 1.06% |
$6.07K - $6.82K
|
3.9K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.05K- 8.56% |
$748K - $839K
|
53.9K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-161- 4.72% |
$23.9K - $26.8K
|
3.25K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-800- 5.03% |
$119K - $133K
|
15.1K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.43K+ 19.49% |
$509K - $571K
|
21K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-335- 6.02% |
$49.6K - $55.7K
|
5.23K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-800- 15.09% |
$119K - $133K
|
4.5K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$1.04K - $1.16K
|
12.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 4.03% |
$394K - $443K
|
63.4K
$9.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$148 - $166
|
1.63K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-625- 38.53% |
$92.6K - $104K
|
997
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
506+ 24.1% |
$75K - $84.1K
|
2.61K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-912- 13.41% |
$135K - $152K
|
5.89K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$363K - $407K
|
2.45K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 4.86% |
$17.2K - $19.3K
|
2.5K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 1.07% |
$4.74K - $5.32K
|
2.97K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 8.74% |
$1.33K - $1.5K
|
94
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9+ 0.52% |
$1.33K - $1.5K
|
1.75K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.73KNew |
$404K - $453K
|
2.73K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
40New |
$5.93K - $6.65K
|
40
$5.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 18.44% |
$358K - $402K
|
10.7K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-101- 1.25% |
$15K - $16.8K
|
8K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.53K+ 20.28% |
$1.41M - $1.58M
|
56.5K
$8.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.23K- 6.26% |
$183K - $205K
|
18.5K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.76K+ 29.35% |
$705K - $791K
|
21K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
7.38KNew |
$1.09M - $1.23M
|
7.38K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-456- 1.75% |
$67.6K - $75.8K
|
25.6K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
345New |
$51.1K - $57.3K
|
345
$50.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
500+ 5.0% |
$74.1K - $83.1K
|
10.5K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-83.1K- 42.64% |
$12.3M - $13.8M
|
112K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.62% |
$38.1K - $42.7K
|
16.1K
$2.35M
|