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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.41KNew |
$283K - $329K
|
2.41K
$374K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.9K- 65.01% |
$1.87M - $2.17M
|
8.56K
$1.33M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
60New |
$7.05K - $8.2K
|
60
$9.31K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-814- 21.91% |
$95.6K - $111K
|
2.9K
$450K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 15.0% |
$705 - $820
|
46
$7.14K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111New |
$13K - $15.2K
|
111
$17.2K
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.9KNew |
$223K - $260K
|
1.9K
$295K
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.35KNew |
$628K - $730K
|
5.35K
$830K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-350- 5.15% |
$41.1K - $47.8K
|
6.45K
$1M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-368- 1.81% |
$43.2K - $50.3K
|
20K
$3.1M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.49KNew |
$175K - $203K
|
1.49K
$231K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
74New |
$8.7K - $10.1K
|
74
$11.5K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
400+ 7.84% |
$47K - $54.6K
|
5.5K
$854K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.23K - $2.6K
|
19
$2.95K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$188K - $219K
|
1.6K
$248K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63.2KNew |
$7.42M - $8.63M
|
63.2K
$9.81M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.65% |
$118 - $137
|
156
$24.2K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-80- 1.32% |
$9.4K - $10.9K
|
5.99K
$929K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.28K- 20.6% |
$151K - $175K
|
4.95K
$768K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.2K- 11.26% |
$494K - $574K
|
33.1K
$5.14M
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.16% |
$470 - $546
|
2.44K
$379K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
103+ 4.76% |
$12.1K - $14.1K
|
2.27K
$352K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.29% |
$14.7K - $17.1K
|
43K
$6.68M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $216K
|
1.58K
$246K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$118 - $137
|
10.5K
$1.62M
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-265- 1.61% |
$31.1K - $36.2K
|
16.2K
$2.51M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.82K - $3.28K
|
3.29K
$511K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 73.33% |
$2.59K - $3K
|
8
$1.24K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.88KNew |
$221K - $257K
|
1.88K
$291K
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$235 - $273
|
2.89K
$448K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.62K+ 39.34% |
$543K - $631K
|
16.4K
$2.54M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199- 5.83% |
$23.4K - $27.2K
|
3.21K
$499K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.73K+ 7.18% |
$203K - $236K
|
25.8K
$4.01M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-104- 5.22% |
$12.2K - $14.2K
|
1.89K
$293K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160New |
$18.8K - $21.9K
|
160
$24.8K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-60- 3.4% |
$7.05K - $8.2K
|
1.71K
$265K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68KNew |
$433K - $503K
|
3.68K
$572K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 9.54% |
$7.52K - $8.74K
|
607
$94.2K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.88K - $2.19K
|
16
$2.48K
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-520- 22.18% |
$61.1K - $71K
|
1.82K
$283K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
269+ 2.08% |
$31.6K - $36.7K
|
13.2K
$2.05M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
558New |
$65.6K - $76.2K
|
558
$86.6K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$61.1K - $71K
|
520
$80.7K
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-409- 18.58% |
$48.1K - $55.9K
|
1.79K
$278K
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
4+ 0.11% |
$470 - $546
|
3.65K
$566K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
92New |
$10.8K - $12.6K
|
92
$14.3K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
507+ 6.97% |
$59.6K - $69.3K
|
7.78K
$1.21M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
31+ 0.35% |
$3.64K - $4.23K
|
8.94K
$1.39M
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.04% |
$118 - $137
|
2.34K
$362K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-408- 4.22% |
$47.9K - $55.7K
|
9.26K
$1.44M
|