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 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
154+ 9.12% |
$21.6K - $25.7K
|
1.84K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.29% |
$6.04K - $7.17K
|
15.1K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 6.94% |
$157K - $186K
|
17.2K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-440- 1.48% |
$61.8K - $73.4K
|
29.2K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-59- 0.81% |
$8.29K - $9.84K
|
7.19K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-188- 4.42% |
$26.4K - $31.4K
|
4.06K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.73KNew |
$242K - $288K
|
1.73K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-2- 0.07% |
$281 - $334
|
3.04K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
19.6K+ 7.48% |
$2.75M - $3.27M
|
282K
$49.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.13K+ 5.39% |
$159K - $189K
|
22.1K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
746+ 6.45% |
$105K - $124K
|
12.3K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
1.24K+ 2.72% |
$175K - $207K
|
47K
$8.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-442- 7.32% |
$62.1K - $73.7K
|
5.6K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-60- 0.84% |
$8.43K - $10K
|
7.09K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
840+ 6.32% |
$118K - $140K
|
14.1K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
850+ 17.28% |
$119K - $142K
|
5.77K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
41+ 0.15% |
$5.76K - $6.84K
|
26.8K
$4.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-670- 16.69% |
$94.1K - $112K
|
3.35K
$594K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
397K+ 4780.84% |
$55.7M - $66.2M
|
405K
$71.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1K+ 59.18% |
$1.28M - $1.52M
|
24.5K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
31+ 6.7% |
$4.35K - $5.17K
|
494
$87.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.3K+ 4.7% |
$323K - $383K
|
51.3K
$9.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-327K- 26.02% |
$45.9M - $54.5M
|
928K
$165M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-125- 1.34% |
$17.6K - $20.8K
|
9.23K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-97- 5.16% |
$13.6K - $16.2K
|
1.78K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 2.69% |
$204K - $242K
|
55.4K
$9.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
300+ 22.8% |
$42.1K - $50K
|
1.62K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
718+ 9.63% |
$101K - $120K
|
8.17K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4KNew |
$562K - $667K
|
4K
$710K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 5.22% |
$211K - $251K
|
27.3K
$4.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.05K+ 9.98% |
$147K - $175K
|
11.6K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-768- 12.46% |
$108K - $128K
|
5.4K
$957K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 0.52% |
$8.85K - $10.5K
|
12.1K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
291+ 13.73% |
$40.9K - $48.5K
|
2.41K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.41K+ 51.46% |
$339K - $402K
|
7.1K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
88.2KNew |
$12.4M - $14.7M
|
88.2K
$15.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.04% |
$281 - $334
|
4.8K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-2.63K- 40.57% |
$369K - $438K
|
3.85K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
138+ 4600.0% |
$19.4K - $23K
|
141
$25K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-92- 0.74% |
$12.9K - $15.3K
|
12.4K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
93+ 2.07% |
$13.1K - $15.5K
|
4.58K
$813K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-1.82K- 4.47% |
$256K - $304K
|
39K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.83K- 1.56% |
$1.24M - $1.47M
|
557K
$98.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-193- 0.68% |
$27.1K - $32.2K
|
28.2K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.43K+ 11.39% |
$481K - $572K
|
33.5K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
443+ 3.17% |
$62.2K - $73.9K
|
14.4K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-75- 1.26% |
$10.5K - $12.5K
|
5.87K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-98- 5.07% |
$13.8K - $16.3K
|
1.84K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-612- 24.22% |
$85.9K - $102K
|
1.92K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
26+ 1.49% |
$3.65K - $4.34K
|
1.77K
$314K
|