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 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.02K- 1.67% |
$892K - $1M
|
354K
$51.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.02K- 7.07% |
$447K - $502K
|
39.7K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
782+ 3.02% |
$116K - $130K
|
26.7K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.77K+ 1.33% |
$707K - $793K
|
364K
$53.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$388K - $436K
|
17.8K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
9.71KNew |
$1.44M - $1.61M
|
9.71K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-94- 27.25% |
$13.9K - $15.6K
|
251
$36.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.38KNew |
$204K - $229K
|
1.38K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
136+ 0.5% |
$20.1K - $22.6K
|
27.6K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.22K+ 166.98% |
$1.22M - $1.37M
|
13.1K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45New |
$6.67K - $7.48K
|
45
$6.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-22- 0.88% |
$3.26K - $3.66K
|
2.47K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.54KNew |
$821K - $922K
|
5.54K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
51+ 0.18% |
$7.56K - $8.48K
|
28.3K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
458+ 6.9% |
$67.8K - $76.1K
|
7.1K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-2- 0.06% |
$296 - $332
|
3.38K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 5.51% |
$164K - $184K
|
21.2K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.49K- 4.88% |
$1.41M - $1.58M
|
185K
$27.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 79.14% |
$307K - $344K
|
4.69K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
319+ 17.71% |
$47.3K - $53K
|
2.12K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-156- 2.66% |
$23.1K - $25.9K
|
5.72K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.37K+ 19.9% |
$1.24M - $1.39M
|
50.4K
$7.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.2KNew |
$326K - $366K
|
2.2K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.14KNew |
$317K - $356K
|
2.14K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-177- 7.96% |
$26.2K - $29.4K
|
2.05K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 4.99% |
$228K - $256K
|
29.3K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-67- 5.03% |
$9.93K - $11.1K
|
1.27K
$185K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
1.57K+ 15.74% |
$233K - $261K
|
11.6K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 28.88% |
$841K - $944K
|
14K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.29K+ 7.56% |
$340K - $381K
|
32.6K
$4.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-2.15K- 6.67% |
$318K - $357K
|
30.1K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 66.67% |
$889 - $997
|
15
$2.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-418- 0.79% |
$61.9K - $69.5K
|
52.2K
$7.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 6.62% |
$47.7K - $53.5K
|
5.19K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 66.22% |
$3.5M - $3.92M
|
12K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.42K- 37.24% |
$803K - $901K
|
9.14K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.28KNew |
$633K - $711K
|
4.28K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
95.7KNew |
$14.2M - $15.9M
|
95.7K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 6.72% |
$22.2K - $24.9K
|
2.38K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-705- 10.46% |
$104K - $117K
|
6.04K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.46K+ 5.12% |
$808K - $907K
|
112K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
213+ 2.37% |
$31.6K - $35.4K
|
9.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.19% |
$15.3K - $17.1K
|
55.3K
$8.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 46.22% |
$264K - $296K
|
5.63K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1K+ 0.85% |
$148K - $166K
|
118K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-111- 1.63% |
$16.4K - $18.5K
|
6.68K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.37KNew |
$352K - $394K
|
2.37K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.17KNew |
$469K - $526K
|
3.17K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.6K+ 212.6% |
$3.05M - $3.42M
|
30.3K
$4.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
798+ 21.63% |
$118K - $133K
|
4.49K
$657K
|