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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-68- 0.69% |
$10.1K - $11.3K
|
9.83K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
296+ 1.89% |
$43.8K - $49.2K
|
16K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
190+ 0.77% |
$28.1K - $31.6K
|
24.8K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-933- 4.97% |
$138K - $155K
|
17.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
257+ 3.5% |
$38.1K - $42.7K
|
7.6K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.03K- 6.45% |
$301K - $338K
|
29.5K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-346- 2.46% |
$51.3K - $57.5K
|
13.7K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$148 - $166
|
2.94K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-122- 2.75% |
$18.1K - $20.3K
|
4.32K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.08% |
$205K - $230K
|
126K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.4% |
$1.93K - $2.16K
|
3.2K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-163- 0.26% |
$24.1K - $27.1K
|
62.8K
$9.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.19K- 5.48% |
$621K - $697K
|
72.3K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-132- 1.67% |
$19.6K - $21.9K
|
7.77K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-141- 1.51% |
$20.9K - $23.4K
|
9.18K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.25% |
$6.52K - $7.31K
|
17.8K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.42K- 4.88% |
$358K - $402K
|
47.1K
$6.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 1.86% |
$11.9K - $13.3K
|
4.22K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.69K+ 6.4% |
$398K - $447K
|
44.7K
$6.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
101+ 3.35% |
$15K - $16.8K
|
3.12K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
281+ 10.21% |
$41.6K - $46.7K
|
3.03K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1K+ 13.37% |
$148K - $166K
|
8.48K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
89+ 0.2% |
$13.2K - $14.8K
|
45.1K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-914- 5.87% |
$135K - $152K
|
14.7K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 1.19% |
$17.6K - $19.8K
|
10.1K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
561+ 3.17% |
$83.1K - $93.3K
|
18.3K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-209- 1.64% |
$31K - $34.7K
|
12.5K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-582- 4.12% |
$86.2K - $96.7K
|
13.6K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
410+ 19.59% |
$60.7K - $68.2K
|
2.5K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67New |
$9.93K - $11.1K
|
67
$9.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 13.26% |
$192K - $216K
|
11.1K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.62K- 4.48% |
$684K - $768K
|
98.4K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-6- 0.35% |
$889 - $997
|
1.69K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6+ 0.15% |
$889 - $997
|
4.12K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-629- 11.66% |
$93.2K - $105K
|
4.77K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-537- 4.37% |
$79.6K - $89.3K
|
11.8K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
16.7K+ 26.45% |
$2.47M - $2.77M
|
79.7K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
17+ 0.21% |
$2.52K - $2.83K
|
8.02K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2.91K+ 148.24% |
$431K - $484K
|
4.87K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-279- 3.59% |
$41.3K - $46.4K
|
7.49K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$2.32M - $2.6M
|
15.7K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-80- 1.09% |
$11.9K - $13.3K
|
7.25K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.95K- 5.51% |
$288K - $323K
|
33.3K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.16K+ 12.42% |
$172K - $193K
|
10.5K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-112- 7.26% |
$16.6K - $18.6K
|
1.43K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-159- 4.48% |
$23.6K - $26.4K
|
3.39K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
368+ 2.46% |
$54.5K - $61.2K
|
15.3K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $166
|
3.43K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-318- 9.46% |
$47.1K - $52.9K
|
3.04K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $166
|
4.11K
$602K
|