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 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
18.8K+ 176.13% |
$2.64M - $3.14M
|
29.5K
$5.26M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 1.83% |
$2.67K - $3.17K
|
1.02K
$182K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
400New |
$56.2K - $66.7K
|
400
$71.3K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$1.68M - $1.99M
|
12K
$2.13M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
136New |
$19.1K - $22.7K
|
136
$24.3K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
10.2K+ 60.38% |
$1.43M - $1.7M
|
27.1K
$4.83M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-421- 4.12% |
$59.1K - $70.2K
|
9.79K
$1.75M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.05% |
$140 - $167
|
1.94K
$346K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
822New |
$122K - $137K
|
822
$147K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 7.79% |
$4.82M - $5.4M
|
450K
$80.3M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.43KNew |
$953K - $1.07M
|
6.43K
$1.15M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15- 0.11% |
$2.22K - $2.49K
|
13.1K
$2.34M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.29KNew |
$191K - $214K
|
1.29K
$230K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.7KNew |
$252K - $283K
|
1.7K
$304K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.53KNew |
$227K - $254K
|
1.53K
$273K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.65KNew |
$688K - $772K
|
4.65K
$829K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.1K- 33.25% |
$3.13M - $3.51M
|
42.4K
$7.56M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$273K - $307K
|
1.85K
$329K
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.7KNew |
$399K - $448K
|
2.7K
$481K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
24+ 0.97% |
$3.56K - $3.99K
|
2.5K
$446K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.42KNew |
$211K - $237K
|
1.42K
$254K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51+ 11.75% |
$7.56K - $8.48K
|
485
$86.5K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.98KNew |
$441K - $495K
|
2.98K
$531K
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.8K- 50.79% |
$3.68M - $4.13M
|
24.1K
$4.29M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
167+ 17.84% |
$24.7K - $27.8K
|
1.1K
$197K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-589- 31.18% |
$87.3K - $97.9K
|
1.3K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3- 0.19% |
$444 - $499
|
1.59K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1KNew |
$2.53M - $2.84M
|
17.1K
$3.05M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.37K- 52.68% |
$351K - $394K
|
2.13K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.15KNew |
$911K - $1.02M
|
6.15K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
623+ 38.94% |
$92.3K - $104K
|
2.22K
$396K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250+ 183.82% |
$37K - $41.6K
|
386
$68.8K
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-200- 4.35% |
$29.6K - $33.2K
|
4.4K
$784K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-322- 11.73% |
$47.7K - $53.5K
|
2.42K
$432K
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.78KNew |
$264K - $296K
|
1.78K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-57.3K- 91.63% |
$8.48M - $9.52M
|
5.23K
$933K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.28KNew |
$486K - $545K
|
3.28K
$585K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
52New |
$7.7K - $8.64K
|
52
$9.27K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 1.51% |
$5.18K - $5.82K
|
2.29K
$408K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.2KNew |
$918K - $1.03M
|
6.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
242+ 17.91% |
$35.8K - $40.2K
|
1.59K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
250+ 7.91% |
$37K - $41.6K
|
3.41K
$608K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
41+ 9.88% |
$6.07K - $6.82K
|
456
$81.3K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
877+ 2.97% |
$130K - $146K
|
30.4K
$5.42M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.5K- 26.7% |
$370K - $416K
|
6.86K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-605- 8.0% |
$89.6K - $101K
|
6.96K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-165- 7.73% |
$24.4K - $27.4K
|
1.97K
$351K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-165- 1.39% |
$24.4K - $27.4K
|
11.7K
$2.09M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.09% |
$1.33K - $1.5K
|
10.2K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18+ 0.72% |
$2.67K - $2.99K
|
2.5K
$446K
|