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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-6.31K- 7.8% |
$886K - $1.05M
|
74.6K
$13.2M
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-51- 58.62% |
$7.16K - $8.51K
|
36
$6.39K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7- 0.1% |
$983 - $1.17K
|
6.89K
$1.22M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-680- 1.71% |
$95.5K - $113K
|
39K
$6.92M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
$843 - $1K
|
6
$1.06K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 0.64% |
$21.9K - $26K
|
24.4K
$4.33M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
488+ 6.92% |
$68.5K - $81.4K
|
7.54K
$1.34M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
788+ 397.98% |
$111K - $131K
|
986
$175K
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-471- 7.23% |
$66.1K - $78.6K
|
6.05K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.05K- 31.96% |
$568K - $675K
|
8.61K
$1.53M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-23- 0.95% |
$3.23K - $3.84K
|
2.4K
$426K
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-10.8K- 5.49% |
$1.52M - $1.81M
|
187K
$33.1M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
214New |
$30.1K - $35.7K
|
214
$38K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 0.2% |
$562 - $667
|
2.04K
$363K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-323- 4.11% |
$45.4K - $53.9K
|
7.53K
$1.34M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
234+ 0.82% |
$32.9K - $39K
|
28.9K
$5.13M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.34K- 58.49% |
$470K - $558K
|
2.37K
$421K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.75KNew |
$386K - $458K
|
2.75K
$487K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-167- 8.02% |
$23.5K - $27.9K
|
1.91K
$340K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
291+ 1.29% |
$40.9K - $48.5K
|
22.8K
$4.04M
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
938+ 1.79% |
$132K - $156K
|
53.2K
$9.45M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.43K- 1.5% |
$200K - $238K
|
94K
$16.7M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.49K- 51.68% |
$630K - $748K
|
4.19K
$744K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$140 - $167
|
14.9K
$2.65M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-662- 1.87% |
$93K - $110K
|
34.7K
$6.15M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
433+ 5.57% |
$60.8K - $72.2K
|
8.21K
$1.46M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-54- 1.35% |
$7.58K - $9.01K
|
3.95K
$701K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91New |
$12.8K - $15.2K
|
91
$16.1K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.3K+ 23.66% |
$744K - $884K
|
27.7K
$4.91M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.2KNew |
$1.43M - $1.7M
|
10.2K
$1.81M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
12.7KNew |
$1.78M - $2.12M
|
12.7K
$2.25M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-245- 0.44% |
$34.4K - $40.9K
|
55.1K
$9.77M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
198+ 19.78% |
$27.8K - $33K
|
1.2K
$213K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.3K+ 573.12% |
$1.72M - $2.05M
|
14.4K
$2.56M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
710+ 1.59% |
$99.7K - $118K
|
45.5K
$8.07M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-765- 1.93% |
$107K - $128K
|
39K
$6.91M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-390- 8.34% |
$54.8K - $65K
|
4.28K
$760K
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
32+ 0.19% |
$4.49K - $5.34K
|
16.6K
$2.95M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
525+ 2.38% |
$73.7K - $87.6K
|
22.6K
$4M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
146+ 0.32% |
$20.5K - $24.4K
|
45.2K
$8.02M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
356+ 5.16% |
$50K - $59.4K
|
7.25K
$1.29M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 11.44% |
$10.8K - $12.8K
|
750
$133K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-30- 0.31% |
$4.21K - $5K
|
9.54K
$1.69M
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.46KNew |
$205K - $244K
|
1.46K
$259K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-313- 10.04% |
$44K - $52.2K
|
2.81K
$498K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
137+ 1.71% |
$19.2K - $22.9K
|
8.16K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.5KNew |
$632K - $750K
|
4.5K
$798K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 8.52% |
$31.2K - $37K
|
2.38K
$423K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 9.35% |
$3.36M - $3.99M
|
280K
$49.6M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 28.09% |
$300K - $356K
|
5.47K
$970K
|