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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 14.57% |
$1.67M - $1.99M
|
73.4K
$11.6M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-283- 1.75% |
$37.7K - $44.9K
|
15.9K
$2.51M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-28.4K- 2.51% |
$3.78M - $4.51M
|
1.1M
$174M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 2.33% |
$2.66K - $3.17K
|
840
$133K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$133 - $159
|
3.62K
$572K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.17% |
$133 - $159
|
604
$95.4K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.26K+ 25.63% |
$168K - $201K
|
6.2K
$978K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-137- 5.47% |
$18.2K - $21.7K
|
2.37K
$374K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
805New |
$107K - $128K
|
805
$127K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.7K+ 1.82% |
$226K - $270K
|
95K
$15M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-504- 6.83% |
$67.1K - $80K
|
6.87K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.69K+ 22.8% |
$224K - $267K
|
9.08K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.38K- 9.01% |
$183K - $218K
|
13.9K
$2.19M
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
655+ 1.3% |
$87.2K - $104K
|
51.2K
$8.09M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$133 - $159
|
2.88K
$455K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
878New |
$117K - $139K
|
878
$139K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-853- 1.58% |
$114K - $135K
|
53.2K
$8.4M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-352- 0.66% |
$46.9K - $55.9K
|
53.1K
$8.39M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-325- 4.02% |
$43.3K - $51.6K
|
7.77K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.4K- 19.88% |
$186K - $222K
|
5.64K
$891K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 15.27% |
$30.8K - $36.7K
|
1.74K
$275K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-358- 0.99% |
$47.7K - $56.8K
|
35.7K
$5.64M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-132- 1.09% |
$17.6K - $21K
|
12K
$1.89M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266+ 1.52% |
$35.4K - $42.2K
|
17.7K
$2.8M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 1.66% |
$280K - $334K
|
129K
$20.4M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.04K+ 20.22% |
$1.07M - $1.28M
|
47.8K
$7.55M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
31.8K+ 73.82% |
$4.23M - $5.04M
|
74.8K
$11.8M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.36K- 33.74% |
$580K - $692K
|
8.56K
$1.35M
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$266 - $317
|
2.41K
$381K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.94% |
$14.1K - $16.8K
|
11.2K
$1.77M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
500+ 8.89% |
$66.6K - $79.4K
|
6.13K
$967K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-831- 17.12% |
$111K - $132K
|
4.02K
$635K
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.32KNew |
$176K - $210K
|
1.32K
$208K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
987+ 20.96% |
$131K - $157K
|
5.7K
$900K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 10.39% |
$291K - $347K
|
18.8K
$2.98M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
93+ 2.27% |
$12.4K - $14.8K
|
4.19K
$662K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
161+ 1.15% |
$21.4K - $25.6K
|
14.1K
$2.23M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.63KNew |
$218K - $259K
|
1.63K
$258K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.52K- 19.11% |
$469K - $559K
|
14.9K
$2.35M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.26% |
$799 - $952
|
2.36K
$372K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
370+ 23.89% |
$49.3K - $58.7K
|
1.92K
$303K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.86KNew |
$1.05M - $1.25M
|
7.86K
$1.24M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 4.59% |
$12.4K - $14.8K
|
1.93K
$305K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.01K- 0.95% |
$135K - $161K
|
106K
$16.7M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-100- 5.28% |
$13.3K - $15.9K
|
1.79K
$283K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.02KNew |
$403K - $480K
|
3.02K
$477K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-155K- 14.5% |
$20.6M - $24.6M
|
913K
$144M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 2.92% |
$13.8K - $16.5K
|
3.45K
$545K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.63K- 12.52% |
$484K - $577K
|
25.4K
$4.01M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 10.57% |
$5.46K - $6.51K
|
429
$67.7K
|