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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.62K- 3.72% |
$348K - $415K
|
67.8K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 84.45% |
$176K - $210K
|
2.89K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
608+ 3.12% |
$81K - $96.5K
|
20.1K
$3.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21K+ 12.09% |
$2.79M - $3.33M
|
194K
$30.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-213- 7.52% |
$28.4K - $33.8K
|
2.62K
$413K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-149- 1.99% |
$19.8K - $23.7K
|
7.33K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
964+ 14.39% |
$128K - $153K
|
7.67K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$133 - $159
|
1.39K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.21K- 4.42% |
$294K - $351K
|
47.8K
$7.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$179K - $213K
|
1.34K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.57K- 9.16% |
$209K - $249K
|
15.6K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9New |
$1.2K - $1.43K
|
9
$1.42K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.14KNew |
$1.22M - $1.45M
|
9.14K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-11.8K- 8.03% |
$1.57M - $1.88M
|
135K
$21.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-77- 0.55% |
$10.3K - $12.2K
|
13.9K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$133 - $159
|
7.19K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.12KNew |
$548K - $653K
|
4.12K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400+ 3.36% |
$53.3K - $63.5K
|
12.3K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-363- 1.48% |
$48.3K - $57.6K
|
24.1K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.82K- 3.34% |
$242K - $289K
|
52.6K
$8.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.82KNew |
$376K - $448K
|
2.82K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 10.6% |
$220K - $262K
|
17.2K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
86K+ 3482.23% |
$11.5M - $13.7M
|
88.5K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
143+ 2.86% |
$19K - $22.7K
|
5.14K
$812K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-54- 3.47% |
$7.19K - $8.57K
|
1.5K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 2.91% |
$509K - $607K
|
128K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.96K- 4.53% |
$528K - $629K
|
83.5K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96- 2.35% |
$12.8K - $15.2K
|
3.99K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.31K+ 1.12% |
$308K - $367K
|
209K
$33M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-95- 2.16% |
$12.7K - $15.1K
|
4.3K
$679K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.74K+ 30.14% |
$1.3M - $1.55M
|
42K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.79K+ 1.38% |
$372K - $443K
|
205K
$32.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
376+ 2.22% |
$50.1K - $59.7K
|
17.3K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-646- 6.43% |
$86K - $103K
|
9.4K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.61% |
$158K - $189K
|
72.8K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-10- 0.72% |
$1.33K - $1.59K
|
1.37K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 0.36% |
$3.46K - $4.13K
|
7.29K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9- 1.29% |
$1.2K - $1.43K
|
691
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
917+ 6.57% |
$122K - $146K
|
14.9K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.21K- 5.49% |
$427K - $509K
|
55.2K
$8.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.45K- 20.28% |
$593K - $707K
|
17.5K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-75- 2.8% |
$9.99K - $11.9K
|
2.61K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-364- 0.35% |
$48.5K - $57.8K
|
103K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-127- 0.49% |
$16.9K - $20.2K
|
26K
$4.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-479- 3.28% |
$63.8K - $76K
|
14.1K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$1.38M - $1.64M
|
10.3K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-7.99K- 6.78% |
$1.06M - $1.27M
|
110K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
348+ 5.44% |
$46.3K - $55.2K
|
6.74K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.08K- 8.03% |
$410K - $489K
|
35.3K
$5.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.41% |
$1.73K - $2.06K
|
3.21K
$507K
|