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 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-160- 6.94% |
$19.6K - $27.7K
|
2.15K
$368K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-240- 64.0% |
$29.4K - $41.6K
|
135
$23.1K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-775- 28.14% |
$95K - $134K
|
1.98K
$339K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
14+ 0.64% |
$1.72K - $2.43K
|
2.21K
$378K
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
1.27KNew |
$156K - $220K
|
1.27K
$218K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
696+ 1.28% |
$85.3K - $121K
|
55.1K
$9.44M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.08K+ 8.8% |
$500K - $707K
|
50.4K
$8.64M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.05K- 11.9% |
$252K - $356K
|
15.2K
$2.6M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
129+ 6.42% |
$15.8K - $22.4K
|
2.14K
$366K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.27K- 31.84% |
$646K - $913K
|
11.3K
$1.93M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.36KNew |
$167K - $236K
|
1.36K
$233K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.71K+ 1.4% |
$1.07M - $1.51M
|
630K
$108M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-163- 3.82% |
$20K - $28.2K
|
4.11K
$704K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.09K- 25.43% |
$133K - $188K
|
3.18K
$545K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
211+ 128.66% |
$25.9K - $36.6K
|
375
$64.3K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110KNew |
$13.5M - $19.1M
|
110K
$18.9M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-14- 0.42% |
$1.72K - $2.43K
|
3.35K
$574K
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.96K+ 11.33% |
$240K - $339K
|
19.2K
$3.3M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.09K- 6.15% |
$624K - $882K
|
77.8K
$13.3M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.69K- 28.33% |
$330K - $467K
|
6.81K
$1.17M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
523+ 1.59% |
$64.1K - $90.6K
|
33.5K
$5.74M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42KNew |
$174K - $246K
|
1.42K
$243K
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
420+ 6.74% |
$51.5K - $72.8K
|
6.65K
$1.14M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
164+ 2.45% |
$20.1K - $28.4K
|
6.85K
$1.17M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-36- 0.44% |
$4.41K - $6.24K
|
8.14K
$1.39M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-560- 1.08% |
$68.6K - $97K
|
51.5K
$8.82M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-543- 6.71% |
$66.6K - $94.1K
|
7.55K
$1.29M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-62- 1.85% |
$7.6K - $10.7K
|
3.29K
$564K
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-422- 1.52% |
$51.7K - $73.1K
|
27.3K
$4.69M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
16.8K+ 50.47% |
$2.07M - $2.92M
|
50.2K
$8.61M
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7+ 15.56% |
$858 - $1.21K
|
52
$8.91K
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.24KNew |
$274K - $388K
|
2.24K
$383K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.28KNew |
$157K - $222K
|
1.28K
$219K
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-535- 0.48% |
$65.6K - $92.7K
|
111K
$19.1M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.85K- 0.94% |
$227K - $321K
|
195K
$33.4M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-194- 11.32% |
$23.8K - $33.6K
|
1.52K
$260K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.2KNew |
$147K - $208K
|
1.2K
$206K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.69K+ 215.33% |
$207K - $292K
|
2.47K
$423K
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
35+ 1.82% |
$4.29K - $6.06K
|
1.95K
$335K
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
218+ 12.35% |
$26.7K - $37.8K
|
1.98K
$340K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
326+ 2.29% |
$40K - $56.5K
|
14.6K
$2.5M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
215+ 1.28% |
$26.4K - $37.3K
|
17K
$2.92M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.03K+ 20.35% |
$1.11M - $1.56M
|
53.4K
$9.15M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 4.98% |
$40.3K - $57K
|
6.93K
$1.19M
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-189- 5.5% |
$23.2K - $32.7K
|
3.25K
$557K
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.32KNew |
$162K - $229K
|
1.32K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.44K- 64.52% |
$422K - $596K
|
1.89K
$324K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.17KNew |
$143K - $202K
|
1.17K
$200K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.39KNew |
$171K - $241K
|
1.39K
$239K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 7.41% |
$735 - $1.04K
|
75
$12.9K
|