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 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.54KNew |
$192K - $237K
|
1.54K
$239K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.27KNew |
$158K - $195K
|
1.27K
$197K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
950+ 259.56% |
$119K - $146K
|
1.32K
$204K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1K- 33.97% |
$125K - $154K
|
1.95K
$302K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.52K- 5.14% |
$189K - $233K
|
28K
$4.35M
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-116- 1.68% |
$14.5K - $17.8K
|
6.79K
$1.05M
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.07K+ 32.16% |
$133K - $164K
|
4.38K
$680K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-497- 3.03% |
$62K - $76.3K
|
15.9K
$2.47M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-896- 0.76% |
$112K - $138K
|
117K
$18.1M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.49K+ 4.4% |
$185K - $228K
|
35.2K
$5.47M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.73K+ 8.91% |
$341K - $419K
|
33.4K
$5.18M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
46+ 46.46% |
$5.74K - $7.06K
|
145
$22.5K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-640- 2.88% |
$79.8K - $98.2K
|
21.6K
$3.35M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-266- 6.4% |
$33.2K - $40.8K
|
3.89K
$604K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
117+ 0.27% |
$14.6K - $18K
|
42.7K
$6.63M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
978New |
$122K - $150K
|
978
$152K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.1K+ 2.22% |
$3.76M - $4.63M
|
1.39M
$216M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
284+ 18.61% |
$35.4K - $43.6K
|
1.81K
$281K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.19K- 5.88% |
$273K - $336K
|
35K
$5.44M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$168K - $207K
|
1.35K
$209K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.92K+ 4.73% |
$489K - $601K
|
86.8K
$13.5M
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$250 - $307
|
4.8K
$745K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 19.74% |
$318K - $391K
|
15.5K
$2.4M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.12% |
$1.12K - $1.38K
|
7.27K
$1.13M
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.04K- 1.62% |
$130K - $160K
|
63.4K
$9.84M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 1.24% |
$15K - $18.4K
|
9.58K
$1.49M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
113+ 3.34% |
$14.1K - $17.3K
|
3.5K
$543K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-24- 0.24% |
$2.99K - $3.68K
|
10K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.42KNew |
$177K - $217K
|
1.42K
$220K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10KNew |
$1.25M - $1.54M
|
10K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-281- 1.04% |
$35.1K - $43.1K
|
26.7K
$4.14M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1K+ 9.98% |
$1.51M - $1.86M
|
134K
$20.7M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38New |
$4.74K - $5.83K
|
38
$5.9K
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.57KNew |
$195K - $240K
|
1.57K
$243K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.25K+ 221.27% |
$655K - $806K
|
7.63K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.94K+ 12.69% |
$242K - $297K
|
17.2K
$2.67M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$6.49K - $7.98K
|
52
$8.07K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.54KNew |
$441K - $543K
|
3.54K
$549K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
865+ 52.91% |
$108K - $133K
|
2.5K
$388K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 4.02% |
$196K - $241K
|
40.7K
$6.32M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$246K - $303K
|
1.98K
$307K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.96K+ 94.17% |
$618K - $761K
|
10.2K
$1.59M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.55K- 26.68% |
$941K - $1.16M
|
20.7K
$3.22M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
51+ 141.67% |
$6.36K - $7.83K
|
87
$13.5K
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
462+ 0.33% |
$57.6K - $70.9K
|
141K
$21.9M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-200- 6.2% |
$25K - $30.7K
|
3.03K
$470K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19New |
$2.37K - $2.92K
|
19
$2.95K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
64+ 193.94% |
$7.98K - $9.82K
|
97
$15.1K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-115- 2.88% |
$14.3K - $17.6K
|
3.88K
$603K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.66K
|