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 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.23K+ 14.15% |
$154K - $189K
|
9.94K
$1.54M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.71K- 0.57% |
$213K - $262K
|
297K
$46.1M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-554- 2.42% |
$69.1K - $85K
|
22.3K
$3.47M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
353+ 0.45% |
$44K - $54.2K
|
79.5K
$12.3M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
422+ 2.38% |
$52.6K - $64.8K
|
18.1K
$2.82M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
1.09K+ 2.08% |
$136K - $168K
|
53.5K
$8.3M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
351New |
$43.8K - $53.9K
|
351
$54.5K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 0.77% |
$9.36K - $11.5K
|
9.84K
$1.53M
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-222- 8.17% |
$27.7K - $34.1K
|
2.49K
$387K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15K+ 173.31% |
$1.87M - $2.3M
|
23.7K
$3.67M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.05K- 9.5% |
$131K - $161K
|
10K
$1.55M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.01% |
$250 - $307
|
15.1K
$2.34M
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$208K - $256K
|
1.67K
$259K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.21K+ 69.41% |
$525K - $646K
|
10.3K
$1.6M
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
62+ 0.33% |
$7.73K - $9.51K
|
18.8K
$2.92M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.36K- 1.83% |
$170K - $209K
|
73K
$11.3M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
878+ 2.27% |
$110K - $135K
|
39.5K
$6.13M
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-399- 2.18% |
$49.8K - $61.2K
|
17.9K
$2.78M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.14K- 3.63% |
$142K - $175K
|
30.2K
$4.69M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
101New |
$12.6K - $15.5K
|
101
$15.7K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
163+ 5.44% |
$20.3K - $25K
|
3.16K
$491K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
43New |
$5.36K - $6.6K
|
43
$6.67K
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
9.54K+ 19.69% |
$1.19M - $1.46M
|
58K
$9M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 1.21% |
$244K - $300K
|
163K
$25.4M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.54KNew |
$192K - $237K
|
1.54K
$239K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 643.75% |
$2.06M - $2.54M
|
19.1K
$2.96M
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3+ 0.05% |
$374 - $460
|
5.74K
$890K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-814- 7.49% |
$102K - $125K
|
10.1K
$1.56M
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$210K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 2.69% |
$325K - $400K
|
99.6K
$15.5M
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.93K+ 10.68% |
$365K - $449K
|
30.4K
$4.71M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
138+ 19.52% |
$17.2K - $21.2K
|
845
$131K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
400New |
$49.9K - $61.4K
|
400
$62.1K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 6.16% |
$330K - $406K
|
45.6K
$7.08M
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$873 - $1.07K
|
13K
$2.02M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
134+ 343.59% |
$16.7K - $20.6K
|
173
$26.8K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.46K- 13.78% |
$182K - $224K
|
9.13K
$1.42M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
753+ 13.59% |
$93.9K - $116K
|
6.29K
$977K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.1K+ 290.17% |
$1.51M - $1.86M
|
16.3K
$2.53M
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-114- 7.48% |
$14.2K - $17.5K
|
1.41K
$219K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-94- 1.62% |
$11.7K - $14.4K
|
5.72K
$887K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.67KNew |
$832K - $1.02M
|
6.67K
$1.04M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-543- 3.89% |
$67.7K - $83.3K
|
13.4K
$2.08M
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.6K+ 16.15% |
$324K - $398K
|
18.7K
$2.9M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
450+ 6.72% |
$56.1K - $69.1K
|
7.14K
$1.11M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 25.88% |
$253K - $311K
|
9.86K
$1.53M
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-209- 2.62% |
$26.1K - $32.1K
|
7.76K
$1.2M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
369+ 5.41% |
$46K - $56.6K
|
7.2K
$1.12M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-41- 0.52% |
$5.11K - $6.29K
|
7.82K
$1.21M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
122New |
$15.2K - $18.7K
|
122
$18.9K
|