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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$3.74K - $4.6K
|
30
$4.66K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-127- 43.64% |
$15.8K - $19.5K
|
164
$25.5K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 27.42% |
$2.12K - $2.61K
|
45
$6.98K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
250+ 5.22% |
$31.2K - $38.4K
|
5.04K
$782K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 174.53% |
$218K - $254K
|
2.92K
$453K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.19K- 1.84% |
$257K - $298K
|
116K
$18M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.71K+ 13.77% |
$436K - $506K
|
30.6K
$4.75M
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-93.9K- 25.71% |
$11M - $12.8M
|
271K
$42.1M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5Closed |
$588 - $683
|
0
$0
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.4KNew |
$2.87M - $3.33M
|
24.4K
$3.79M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 3.71% |
$4.7K - $5.46K
|
1.04K
$161K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9K+ 19.27% |
$694K - $806K
|
36.5K
$5.67M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
17New |
$2K - $2.32K
|
17
$2.64K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-143- 7.48% |
$16.8K - $19.5K
|
1.77K
$275K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
134+ 7.61% |
$15.7K - $18.3K
|
1.89K
$294K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.6KNew |
$6.77M - $7.87M
|
57.6K
$8.94M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57New |
$6.7K - $7.79K
|
57
$8.85K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.34K
$673K
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-505- 23.87% |
$59.3K - $69K
|
1.61K
$250K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-555- 2.6% |
$65.2K - $75.8K
|
20.8K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-8.1K- 73.64% |
$952K - $1.11M
|
2.9K
$450K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$292K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.92K+ 43.26% |
$578K - $671K
|
16.3K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-969- 11.1% |
$114K - $132K
|
7.76K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
202+ 5.33% |
$23.7K - $27.6K
|
3.99K
$619K
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.33% |
$940 - $1.09K
|
2.42K
$376K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61New |
$7.17K - $8.33K
|
61
$9.47K
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
26+ 1.3% |
$3.06K - $3.55K
|
2.03K
$314K
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 34.5% |
$146K - $170K
|
2.36K
$366K
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
63+ 2.97% |
$7.4K - $8.61K
|
2.18K
$339K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 4.92% |
$1.22M - $1.41M
|
221K
$34.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112K+ 63.66% |
$13.1M - $15.3M
|
287K
$44.6M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
776New |
$91.2K - $106K
|
776
$120K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.5K+ 36.51% |
$294K - $341K
|
9.35K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.74KNew |
$204K - $237K
|
1.74K
$269K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
255+ 4.62% |
$30K - $34.8K
|
5.77K
$896K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
360New |
$42.3K - $49.2K
|
360
$55.9K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.63K
$718K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
64.7KNew |
$7.61M - $8.84M
|
64.7K
$10M
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.92K- 7.44% |
$226K - $262K
|
23.9K
$3.71M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
38.2K+ 106.22% |
$4.49M - $5.22M
|
74.2K
$11.5M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12+ 0.23% |
$1.41K - $1.64K
|
5.33K
$828K
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.2KNew |
$376K - $437K
|
3.2K
$497K
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
89+ 2.26% |
$10.5K - $12.2K
|
4.03K
$626K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-321- 21.1% |
$37.7K - $43.8K
|
1.2K
$186K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.96KNew |
$231K - $268K
|
1.96K
$305K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
844New |
$99.2K - $115K
|
844
$131K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.7% |
$4K - $4.64K
|
1.97K
$305K
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.55KNew |
$182K - $211K
|
1.55K
$240K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
800New |
$94K - $109K
|
800
$124K
|