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 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-565- 70.19% |
$83.7K - $93.9K
|
240
$39.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
673+ 9.0% |
$99.7K - $112K
|
8.15K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
298+ 0.57% |
$44.1K - $49.5K
|
52.6K
$8.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$444 - $499
|
3
$498
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-305- 12.78% |
$45.2K - $50.7K
|
2.08K
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
570+ 18.55% |
$84.4K - $94.8K
|
3.64K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 2.5% |
$593 - $665
|
164
$27.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-999- 17.54% |
$148K - $166K
|
4.7K
$779K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.34% |
$2.22K - $2.49K
|
4.4K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-84.3K- 95.26% |
$12.5M - $14M
|
4.2K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-297- 4.3% |
$44K - $49.4K
|
6.62K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.35K+ 93.49% |
$1.09M - $1.22M
|
15.2K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-94.4K- 91.45% |
$14M - $15.7M
|
8.82K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$382K - $429K
|
2.58K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
123+ 36.18% |
$18.2K - $20.4K
|
463
$76.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
22.4KNew |
$3.32M - $3.72M
|
22.4K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-18- 0.18% |
$2.67K - $2.99K
|
10.2K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-137- 5.73% |
$20.3K - $22.8K
|
2.25K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
33+ 34.74% |
$4.89K - $5.49K
|
128
$21.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.56K- 13.72% |
$972K - $1.09M
|
41.3K
$6.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.76K- 16.53% |
$261K - $293K
|
8.89K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.03K- 38.99% |
$597K - $670K
|
6.3K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$148 - $166
|
2.41K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-88- 0.79% |
$13K - $14.6K
|
11.1K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-156- 7.3% |
$23.1K - $25.9K
|
1.98K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197+ 0.18% |
$29.2K - $32.7K
|
108K
$17.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 3.05% |
$1.63K - $1.83K
|
350
$58.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
48+ 1.5% |
$7.11K - $7.98K
|
3.25K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-197- 0.63% |
$29.2K - $32.7K
|
31K
$5.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-500- 8.16% |
$74.1K - $83.1K
|
5.63K
$933K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.17M- 99.3% |
$469M - $527M
|
22.4K
$3.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.32KNew |
$788K - $885K
|
5.32K
$883K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
320+ 10.59% |
$47.4K - $53.2K
|
3.34K
$555K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-225- 1.88% |
$33.3K - $37.4K
|
11.7K
$1.95M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.99K+ 13.32% |
$294K - $330K
|
16.9K
$2.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-500- 16.52% |
$74.1K - $83.1K
|
2.53K
$419K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
19KNew |
$2.82M - $3.16M
|
19K
$3.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
352+ 6.61% |
$52.1K - $58.5K
|
5.68K
$942K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
254+ 6.54% |
$37.6K - $42.2K
|
4.14K
$686K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$1.56M - $1.75M
|
10.6K
$1.75M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
16New |
$2.37K - $2.66K
|
16
$2.65K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.17K- 2.05% |
$321K - $360K
|
104K
$17.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-26.3K- 86.12% |
$3.89M - $4.36M
|
4.23K
$702K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
33+ 0.96% |
$4.89K - $5.49K
|
3.49K
$578K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 7.69% |
$29.6K - $33.2K
|
2.4K
$398K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.59K+ 10.2% |
$384K - $431K
|
28K
$4.64M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 13.29% |
$37.8K - $42.4K
|
2.17K
$361K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
382+ 23.29% |
$50.9K - $60.6K
|
2.02K
$335K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 11.01% |
$200K - $238K
|
12.1K
$2.01M
|
|