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 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
23+ 0.58% |
$3.23K - $3.84K
|
4.01K
$688K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14+ 0.07% |
$1.97K - $2.34K
|
19.3K
$3.32M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5+ 0.18% |
$702 - $834
|
2.83K
$486K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.47K- 8.79% |
$207K - $246K
|
15.3K
$2.62M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
20+ 0.46% |
$2.81K - $3.34K
|
4.4K
$754K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.43K- 10.3% |
$201K - $239K
|
12.5K
$2.13M
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-33- 0.55% |
$4.63K - $5.5K
|
6.01K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
202+ 12.04% |
$28.4K - $33.7K
|
1.88K
$322K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.39% |
$1.26K - $1.5K
|
2.33K
$400K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.44K+ 9.71% |
$343K - $407K
|
27.6K
$4.73M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
281+ 13.6% |
$39.5K - $46.9K
|
2.35K
$402K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
582+ 2.08% |
$81.7K - $97.1K
|
28.6K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.08% |
$562 - $667
|
5.25K
$900K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 0.69% |
$7.86K - $9.34K
|
8.18K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-832- 2.49% |
$117K - $139K
|
32.6K
$5.59M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.89K+ 49.95% |
$687K - $816K
|
14.7K
$2.52M
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
17.4KNew |
$2.44M - $2.9M
|
17.4K
$2.98M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-791- 0.7% |
$111K - $132K
|
112K
$19.1M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.48K+ 5.32% |
$207K - $246K
|
29.2K
$5.01M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-6- 14.29% |
$843 - $1K
|
36
$6.17K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-839- 0.62% |
$118K - $140K
|
134K
$23M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.57K- 2.66% |
$642K - $762K
|
167K
$28.6M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-250- 4.0% |
$35.1K - $41.7K
|
5.99K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
750New |
$105K - $125K
|
750
$129K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
54+ 3.71% |
$7.58K - $9.01K
|
1.51K
$259K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$140 - $167
|
937
$161K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.5K- 8.61% |
$492K - $584K
|
37.2K
$6.37M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
729+ 0.93% |
$102K - $122K
|
78.8K
$13.5M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
501+ 31.43% |
$70.4K - $83.6K
|
2.1K
$359K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 4.64% |
$305K - $363K
|
49.1K
$8.41M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.8K+ 12.93% |
$4.6M - $5.46M
|
286K
$49M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 4.39% |
$31.5M - $37.4M
|
5.34M
$914M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-288- 1.95% |
$40.4K - $48K
|
14.5K
$2.48M
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
124+ 5.18% |
$17.4K - $20.7K
|
2.52K
$432K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.73K+ 9.54% |
$383K - $455K
|
31.4K
$5.37M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.6K- 7.33% |
$2.47M - $2.93M
|
222K
$38.1M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 16.67% |
$14K - $16.7K
|
700
$120K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-81- 4.21% |
$11.4K - $13.5K
|
1.84K
$316K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 0.29% |
$2.25K - $2.67K
|
5.52K
$946K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
449+ 3.8% |
$63.1K - $74.9K
|
12.3K
$2.1M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.39K- 4.75% |
$195K - $232K
|
27.9K
$4.78M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
20.3K+ 11.77% |
$2.84M - $3.38M
|
192K
$33M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 7.15% |
$14K - $16.7K
|
1.5K
$257K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.61K+ 12.4% |
$367K - $435K
|
23.7K
$4.05M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-446- 5.47% |
$62.6K - $74.4K
|
7.71K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 10.14% |
$1.94M - $2.31M
|
150K
$25.8M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-863- 4.8% |
$121K - $144K
|
17.1K
$2.93M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.17K- 9.8% |
$444K - $528K
|
29.1K
$4.99M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
283+ 1.52% |
$39.7K - $47.2K
|
18.9K
$3.25M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-583- 11.55% |
$81.9K - $97.2K
|
4.47K
$765K
|