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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.35K+ 12.34% |
$165K - $234K
|
12.3K
$2.32M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-10.8K- 10.48% |
$1.33M - $1.88M
|
92.6K
$17.5M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-478- 4.67% |
$58.6K - $82.8K
|
9.76K
$1.84M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-37- 30.08% |
$4.54K - $6.41K
|
86
$16.2K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
312+ 7.93% |
$38.2K - $54.1K
|
4.25K
$801K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-350- 1.33% |
$42.9K - $60.6K
|
26K
$4.91M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-92- 2.2% |
$11.3K - $15.9K
|
4.09K
$771K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$245 - $347
|
2.14K
$403K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-67- 2.05% |
$8.21K - $11.6K
|
3.2K
$604K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-662- 19.99% |
$81.1K - $115K
|
2.65K
$500K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
438+ 11.62% |
$53.7K - $75.9K
|
4.21K
$794K
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.38K- 16.54% |
$170K - $240K
|
6.98K
$1.32M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-110- 1.82% |
$13.5K - $19.1K
|
5.94K
$1.12M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 34.01% |
$192K - $272K
|
6.18K
$1.17M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.39K+ 25.05% |
$1.15M - $1.63M
|
46.9K
$8.85M
|
|
Q1 2025 | |||||||
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
527+ 4.78% |
$74K - $87.9K
|
11.6K
$2.18M
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
776New |
$109K - $129K
|
776
$146K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.9K- 65.95% |
$3.63M - $4.32M
|
13.4K
$2.52M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.7KClosed |
$239K - $283K
|
0
$0
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-20.9K- 41.04% |
$2.94M - $3.49M
|
30.1K
$5.67M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
42New |
$5.9K - $7.01K
|
42
$7.92K
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-125- 4.17% |
$17.6K - $20.8K
|
2.88K
$542K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 2.32% |
$6.74K - $8.01K
|
2.02K
$382K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.0% |
$140 - $167
|
20.6K
$3.88M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
132+ 4.14% |
$18.5K - $22K
|
3.32K
$627K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-251Closed |
$35.3K - $41.9K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$1.67M - $1.99M
|
11.9K
$2.25M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.42K- 5.52% |
$480K - $570K
|
58.5K
$11M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
608+ 4.66% |
$85.4K - $101K
|
13.7K
$2.58M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.31K+ 3.64% |
$324K - $385K
|
65.7K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
951+ 11.78% |
$134K - $159K
|
9.03K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.51M - $1.8M
|
10.8K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-556- 2.96% |
$78.1K - $92.7K
|
18.2K
$3.44M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.7K- 2.93% |
$239K - $284K
|
56.4K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.09KNew |
$294K - $349K
|
2.09K
$395K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
400+ 6.16% |
$56.2K - $66.7K
|
6.89K
$1.3M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$205K - $243K
|
1.46K
$275K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 52.28% |
$2.52M - $2.99M
|
16.4K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.61KNew |
$928K - $1.1M
|
6.61K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.5K- 12.56% |
$1.48M - $1.76M
|
73.4K
$13.8M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-123- 5.75% |
$17.3K - $20.5K
|
2.02K
$380K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
545New |
$76.5K - $90.9K
|
545
$103K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
237New |
$33.3K - $39.5K
|
237
$44.7K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
102New |
$14.3K - $17K
|
102
$19.2K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-552- 7.26% |
$77.5K - $92.1K
|
7.06K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-70- 4.48% |
$9.83K - $11.7K
|
1.49K
$282K
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.95K- 52.61% |
$273K - $325K
|
1.75K
$331K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-173- 8.31% |
$24.3K - $28.9K
|
1.91K
$360K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-26- 1.28% |
$3.65K - $4.34K
|
2K
$377K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
30+ 0.48% |
$4.21K - $5K
|
6.33K
$1.19M
|