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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
629+ 2.36% |
$83.8K - $99.8K
|
27.3K
$4.31M
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 5.13% |
$153K - $182K
|
23.5K
$3.71M
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-350- 3.39% |
$46.6K - $55.6K
|
9.98K
$1.58M
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50+ 0.18% |
$6.66K - $7.94K
|
28.2K
$4.46M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$2.4K - $2.86K
|
18
$2.84K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-619- 4.22% |
$82.4K - $98.3K
|
14.1K
$2.22M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.83K+ 193.96% |
$376K - $449K
|
4.28K
$676K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-457- 5.0% |
$60.9K - $72.5K
|
8.68K
$1.37M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
330+ 21.36% |
$43.9K - $52.4K
|
1.88K
$296K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.48KNew |
$995K - $1.19M
|
7.48K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 0.13% |
$533 - $635
|
3K
$473K
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.07% |
$1.2K - $1.43K
|
13.1K
$2.06M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-53.9K- 21.66% |
$7.18M - $8.56M
|
195K
$30.8M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
116+ 1.84% |
$15.4K - $18.4K
|
6.41K
$1.01M
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-414- 0.65% |
$55.1K - $65.7K
|
63K
$9.95M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.32KNew |
$842K - $1M
|
6.32K
$998K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-225- 2.36% |
$30K - $35.7K
|
9.32K
$1.47M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
536+ 609.09% |
$71.4K - $85.1K
|
624
$98.5K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 13.7% |
$314K - $374K
|
14.8K
$2.34M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.06% |
$133 - $159
|
1.7K
$269K
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-107- 0.7% |
$14.2K - $17K
|
15.1K
$2.38M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 9.37% |
$24.6K - $29.4K
|
1.79K
$283K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.37K+ 30.51% |
$183K - $218K
|
5.87K
$927K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
512+ 5.2% |
$68.2K - $81.3K
|
10.4K
$1.64M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6KNew |
$1.94M - $2.31M
|
14.6K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-141- 1.73% |
$18.8K - $22.4K
|
8.01K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 14.0% |
$366K - $436K
|
16.9K
$2.66M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
30.3KNew |
$4.04M - $4.81M
|
30.3K
$4.79M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.89K- 18.94% |
$252K - $300K
|
8.1K
$1.28M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-6.57K- 5.32% |
$875K - $1.04M
|
117K
$18.5M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.08K+ 1.54% |
$143K - $171K
|
70.8K
$11.2M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-139- 0.92% |
$18.5K - $22.1K
|
14.9K
$2.36M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.52KNew |
$203K - $242K
|
1.52K
$241K
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
693+ 5.1% |
$92.3K - $110K
|
14.3K
$2.25M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.1K- 7.8% |
$1.21M - $1.44M
|
108K
$17M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.38K- 8.77% |
$184K - $219K
|
14.4K
$2.27M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.1K+ 15.46% |
$3.61M - $4.3M
|
202K
$31.9M
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
17K+ 67.73% |
$2.26M - $2.69M
|
42K
$6.64M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12+ 0.07% |
$1.6K - $1.9K
|
16.6K
$2.61M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-531- 6.29% |
$70.7K - $84.3K
|
7.91K
$1.25M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
76+ 5.44% |
$10.1K - $12.1K
|
1.47K
$233K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.56K- 4.13% |
$607K - $724K
|
106K
$16.7M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-335- 3.34% |
$44.6K - $53.2K
|
9.7K
$1.53M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
634+ 23.38% |
$84.4K - $101K
|
3.35K
$528K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
799+ 13.69% |
$106K - $127K
|
6.64K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.5% |
$2.4K - $2.86K
|
3.59K
$567K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-281- 17.41% |
$37.4K - $44.6K
|
1.33K
$210K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.36K- 36.24% |
$181K - $215K
|
2.39K
$377K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 2.51% |
$4.13K - $4.92K
|
1.27K
$200K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31K- 76.21% |
$4.13M - $4.92M
|
9.68K
$1.53M
|