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 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
348+ 15.5% |
$40.9K - $47.5K
|
2.59K
$402K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
70+ 0.26% |
$8.23K - $9.56K
|
27.4K
$4.25M
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-159- 2.26% |
$18.7K - $21.7K
|
6.89K
$1.07M
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 64.71% |
$2.59K - $3K
|
12
$1.86K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20- 0.76% |
$2.35K - $2.73K
|
2.6K
$404K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.48K+ 121.3% |
$527K - $612K
|
8.18K
$1.27M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-22- 66.67% |
$2.59K - $3K
|
11
$1.71K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 60.0% |
$353 - $410
|
8
$1.24K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 3.05% |
$14.7K - $17.1K
|
4.23K
$656K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-355- 42.46% |
$41.7K - $48.5K
|
481
$74.7K
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.33K- 29.85% |
$274K - $318K
|
5.48K
$850K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-240- 3.2% |
$28.2K - $32.8K
|
7.26K
$1.13M
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.87KNew |
$455K - $529K
|
3.87K
$601K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 2.08% |
$2.23K - $2.6K
|
896
$139K
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
38New |
$4.47K - $5.19K
|
38
$5.9K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
51+ 2.77% |
$5.99K - $6.97K
|
1.9K
$294K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700+ 26.93% |
$82.3K - $95.6K
|
3.3K
$512K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 60.0% |
$70.5K - $82K
|
400
$62.1K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $137
|
4.11K
$638K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
536+ 8.37% |
$63K - $73.2K
|
6.94K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13New |
$1.53K - $1.78K
|
13
$2.02K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15.2K- 60.99% |
$1.79M - $2.08M
|
9.73K
$1.51M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.26K+ 26.0% |
$266K - $309K
|
11K
$1.7M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23New |
$2.7K - $3.14K
|
23
$3.57K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
237+ 13.11% |
$27.8K - $32.4K
|
2.05K
$317K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$4.35K - $5.05K
|
37
$5.74K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.56KNew |
$184K - $214K
|
1.56K
$243K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.52KNew |
$531K - $617K
|
4.52K
$701K
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.31K+ 33.82% |
$154K - $179K
|
5.18K
$803K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-320- 3.01% |
$37.6K - $43.7K
|
10.3K
$1.6M
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.21% |
$118 - $137
|
477
$74K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-24- 1.05% |
$2.82K - $3.28K
|
2.27K
$352K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8+ 21.62% |
$940 - $1.09K
|
45
$6.98K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-175- 9.36% |
$20.6K - $23.9K
|
1.7K
$263K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-84- 4.27% |
$9.87K - $11.5K
|
1.88K
$292K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.27K+ 109.31% |
$266K - $309K
|
4.34K
$673K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
50New |
$5.88K - $6.83K
|
50
$7.76K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9- 0.14% |
$1.06K - $1.23K
|
6.23K
$966K
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
1.62KNew |
$190K - $221K
|
1.62K
$251K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-101- 53.44% |
$11.9K - $13.8K
|
88
$13.7K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
60+ 2.65% |
$7.05K - $8.2K
|
2.32K
$361K
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.13KNew |
$317K - $386K
|
3.13K
$486K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
209New |
$21.2K - $25.8K
|
209
$32.4K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.63KNew |
$165K - $201K
|
1.63K
$253K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
318+ 159.0% |
$32.2K - $39.2K
|
518
$80.4K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.8KNew |
$182K - $222K
|
1.8K
$279K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68.4KNew |
$6.93M - $8.44M
|
68.4K
$10.6M
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.81KNew |
$488K - $593K
|
4.81K
$747K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$2.43K - $2.96K
|
24
$3.72K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.63KNew |
$368K - $448K
|
3.63K
$564K
|