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 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.43K+ 10.59% |
$665K - $941K
|
56.7K
$10.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.3K+ 325.32% |
$10.7M - $15.1M
|
114K
$21.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7.27K- 41.43% |
$891K - $1.26M
|
10.3K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-605- 13.87% |
$74.2K - $105K
|
3.76K
$709K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-126K- 93.87% |
$15.4M - $21.8M
|
8.21K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.35K+ 9.35% |
$166K - $234K
|
15.8K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-141K- 13.49% |
$17.3M - $24.5M
|
906K
$171M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.42K- 10.71% |
$542K - $766K
|
36.8K
$6.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19.2K+ 73.01% |
$2.36M - $3.33M
|
45.5K
$8.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
23.8K+ 149.19% |
$2.92M - $4.13M
|
39.8K
$7.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
232+ 9.62% |
$28.4K - $40.2K
|
2.64K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-102- 1.42% |
$12.5K - $17.7K
|
7.09K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.25KNew |
$153K - $216K
|
1.25K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-328- 0.67% |
$40.2K - $56.8K
|
48.8K
$9.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13K+ 84.84% |
$1.59M - $2.25M
|
28.3K
$5.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.17KNew |
$143K - $203K
|
1.17K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
270+ 26.34% |
$33.1K - $46.8K
|
1.3K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.22K- 54.35% |
$762K - $1.08M
|
5.22K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.43KNew |
$666K - $941K
|
5.43K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-60- 1.08% |
$7.35K - $10.4K
|
5.52K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22- 1.05% |
$2.7K - $3.81K
|
2.07K
$391K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.4K- 53.94% |
$9.62M - $13.6M
|
67K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-155K- 16.66% |
$19M - $26.8M
|
774K
$146M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.3K+ 144.38% |
$1.51M - $2.14M
|
20.9K
$3.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-7- 0.23% |
$858 - $1.21K
|
3.03K
$572K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$148K - $209K
|
1.21K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
828+ 3.73% |
$101K - $143K
|
23K
$4.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
933+ 3.04% |
$114K - $162K
|
31.6K
$5.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
107New |
$13.1K - $18.5K
|
107
$20.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
778+ 0.65% |
$95.4K - $135K
|
120K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-77- 0.25% |
$9.44K - $13.3K
|
31.3K
$5.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
826+ 1.93% |
$101K - $143K
|
43.7K
$8.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-736- 12.76% |
$90.2K - $128K
|
5.03K
$950K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-936- 34.09% |
$115K - $162K
|
1.81K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.81K- 16.42% |
$344K - $487K
|
14.3K
$2.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.02% |
$123 - $173
|
4.9K
$925K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 0.46% |
$8.21K - $11.6K
|
14.4K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.1K- 6.19% |
$135K - $191K
|
16.7K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-981- 6.68% |
$120K - $170K
|
13.7K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.88K- 15.13% |
$230K - $326K
|
10.5K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-52.1K- 18.51% |
$6.39M - $9.03M
|
229K
$43.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.57K- 15.47% |
$1.05M - $1.48M
|
46.8K
$8.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $173
|
2.87K
$542K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
14New |
$1.72K - $2.43K
|
14
$2.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-598- 3.48% |
$73.3K - $104K
|
16.6K
$3.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-140- 2.33% |
$17.2K - $24.3K
|
5.87K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-397- 0.98% |
$48.7K - $68.8K
|
39.9K
$7.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.47K- 20.63% |
$302K - $427K
|
9.49K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
100+ 1.06% |
$12.3K - $17.3K
|
9.53K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.01K+ 41.69% |
$737K - $1.04M
|
20.4K
$3.86M
|