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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
360+ 55.73% |
$44.1K - $62.4K
|
1.01K
$190K
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
873+ 38.63% |
$107K - $151K
|
3.13K
$591K
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-500- 15.38% |
$61.3K - $86.6K
|
2.75K
$519K
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-11.2K- 50.0% |
$1.37M - $1.94M
|
11.2K
$2.11M
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$981 - $1.39K
|
45.2K
$8.53M
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.16K+ 0.83% |
$388K - $548K
|
383K
$72.3M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.04K+ 8.35% |
$250K - $353K
|
26.4K
$4.99M
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 10.47% |
$302K - $427K
|
21.1K
$3.98M
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
425+ 9.19% |
$52.1K - $73.6K
|
5.05K
$952K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21.6K- 78.06% |
$2.65M - $3.75M
|
6.08K
$1.15M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
817+ 31.21% |
$100K - $142K
|
3.44K
$648K
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-235- 0.74% |
$28.8K - $40.7K
|
31.4K
$5.93M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.13KNew |
$261K - $370K
|
2.13K
$402K
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.29KNew |
$158K - $224K
|
1.29K
$243K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-172- 6.62% |
$21.1K - $29.8K
|
2.43K
$458K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-232- 11.89% |
$28.4K - $40.2K
|
1.72K
$325K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.22K- 4.53% |
$149K - $211K
|
25.6K
$4.83M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$2.02M - $2.85M
|
16.4K
$3.1M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.01% |
$245 - $347
|
24.8K
$4.68M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
106+ 189.29% |
$13K - $18.4K
|
162
$30.6K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
522New |
$64K - $90.4K
|
522
$98.5K
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
394+ 3.27% |
$48.3K - $68.3K
|
12.5K
$2.35M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
101+ 2.24% |
$12.4K - $17.5K
|
4.61K
$869K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-202- 16.03% |
$24.8K - $35K
|
1.06K
$200K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.04K- 28.39% |
$863K - $1.22M
|
17.8K
$3.35M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-22- 0.95% |
$2.7K - $3.81K
|
2.3K
$433K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
29+ 0.53% |
$3.55K - $5.02K
|
5.46K
$1.03M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-34.3K- 6.17% |
$4.21M - $5.95M
|
523K
$98.6M
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$144K - $203K
|
1.17K
$221K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.33K- 8.24% |
$531K - $750K
|
48.2K
$9.09M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 4.9% |
$166K - $234K
|
29K
$5.47M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
227New |
$27.8K - $39.3K
|
227
$42.8K
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-12.2K- 30.08% |
$1.5M - $2.12M
|
28.4K
$5.36M
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
9.96K+ 25.53% |
$1.22M - $1.73M
|
49K
$9.24M
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1.93KNew |
$237K - $334K
|
1.93K
$364K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65+ 0.18% |
$7.97K - $11.3K
|
36.2K
$6.83M
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-80- 2.25% |
$9.81K - $13.9K
|
3.47K
$655K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1+ 0.02% |
$123 - $173
|
4.28K
$807K
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
19.2K+ 27.43% |
$2.35M - $3.32M
|
89.1K
$16.8M
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-200- 2.0% |
$24.5K - $34.7K
|
9.81K
$1.85M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.1KNew |
$2.22M - $3.14M
|
18.1K
$3.42M
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
117+ 1.43% |
$14.3K - $20.3K
|
8.32K
$1.57M
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-260- 4.28% |
$31.9K - $45.1K
|
5.81K
$1.1M
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-60- 1.0% |
$7.35K - $10.4K
|
5.92K
$1.12M
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.89K- 4.59% |
$476K - $673K
|
80.7K
$15.2M
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-372- 6.65% |
$45.6K - $64.5K
|
5.22K
$985K
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.43KNew |
$176K - $248K
|
1.43K
$270K
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-431- 10.68% |
$52.8K - $74.7K
|
3.6K
$680K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
293+ 3.79% |
$35.9K - $50.8K
|
8.03K
$1.52M
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-511- 8.34% |
$62.6K - $88.5K
|
5.62K
$1.06M
|