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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.83K- 1.56% |
$1.24M - $1.47M
|
557K
$99.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-193- 0.68% |
$27.1K - $32.2K
|
28.2K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.43K+ 11.39% |
$481K - $572K
|
33.5K
$5.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
443+ 3.17% |
$62.2K - $73.9K
|
14.4K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-75- 1.26% |
$10.5K - $12.5K
|
5.87K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-98- 5.07% |
$13.8K - $16.3K
|
1.84K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-612- 24.22% |
$85.9K - $102K
|
1.92K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
26+ 1.49% |
$3.65K - $4.34K
|
1.77K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 0.07% |
$281 - $334
|
2.73K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.56K- 75.62% |
$921K - $1.09M
|
2.12K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
290+ 11.68% |
$40.7K - $48.4K
|
2.77K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.89K+ 15.84% |
$265K - $315K
|
13.8K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.31K+ 136.97% |
$325K - $386K
|
4K
$713K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
60New |
$8.43K - $10K
|
60
$10.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
414+ 2.86% |
$58.1K - $69.1K
|
14.9K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
368+ 21.96% |
$51.7K - $61.4K
|
2.04K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
55+ 0.8% |
$7.72K - $9.17K
|
6.97K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-535- 6.58% |
$75.1K - $89.2K
|
7.6K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-436- 3.3% |
$61.2K - $72.7K
|
12.8K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-15.3K- 97.16% |
$2.15M - $2.55M
|
447
$79.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.55K- 43.73% |
$218K - $259K
|
2K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1.12K+ 7.18% |
$158K - $187K
|
16.8K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-249- 4.26% |
$35K - $41.5K
|
5.6K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
590+ 3.07% |
$82.9K - $98.4K
|
19.8K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.35KNew |
$891K - $1.06M
|
6.35K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
369+ 8.97% |
$51.8K - $61.5K
|
4.48K
$799K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-1.41K- 19.98% |
$198K - $235K
|
5.64K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
96+ 2.14% |
$13.5K - $16K
|
4.58K
$818K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
592+ 35.49% |
$83.1K - $98.7K
|
2.26K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.31K- 4.74% |
$184K - $218K
|
26.3K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.04K+ 4.33% |
$286K - $340K
|
49.1K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-142- 7.2% |
$19.9K - $23.7K
|
1.83K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.42KNew |
$340K - $404K
|
2.42K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 25.2% |
$352K - $417K
|
12.4K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.03K+ 23.41% |
$145K - $172K
|
5.43K
$968K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$140 - $167
|
3.63K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
227+ 3.02% |
$31.9K - $37.9K
|
7.74K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-64- 1.56% |
$8.99K - $10.7K
|
4.04K
$720K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-997- 23.74% |
$140K - $166K
|
3.2K
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 3.61% |
$1.97K - $2.34K
|
374
$66.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-192- 3.04% |
$27K - $32K
|
6.13K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.05% |
$421 - $500
|
6.27K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-84- 2.55% |
$11.8K - $14K
|
3.21K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
223+ 0.43% |
$31.3K - $37.2K
|
52.5K
$9.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-134- 1.33% |
$18.8K - $22.3K
|
9.96K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$505K - $600K
|
3.6K
$642K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
563+ 611.96% |
$79.1K - $93.9K
|
655
$117K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-91- 1.91% |
$12.8K - $15.2K
|
4.68K
$834K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.9K- 44.59% |
$2.8M - $3.33M
|
24.8K
$4.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
4.21KNew |
$591K - $702K
|
4.21K
$751K
|